Learn more about our story, our values and our expert team

Our story

Ian Jones originally founded The Financial Practice Ltd in 1995. Following a series of business acquisitions in 2012, TFP Financial Planning Ltd was established in 2015 by Casey Mills and Ian Jones.

Our team consists of two Financial Planners: Casey Mills and Dan Haylett. They are supported by our dedicated support team of Paraplanners and Administrators.

From our offices in the heart of Maldon, situated on the Blackwater estuary in Essex, we are ideally placed to support clients across East Anglia and London.

We believe that real financial planning changes people’s lives. We help clients identify, achieve and maintain their desired lifestyle without running out of money – or dying with too much.

Our core values

  1. Openness, honesty and transparency.
  2. To live the life, we want; before it’s too late.
  3. Our community is at the heart of everything we do.
  4. We challenge the norm.
  5. We strive to be World Class.

Our expert team

Our goal is to make a meaningful difference to the lives of our clients; and to the lives of our team.

We have an enthusiastic and passionate team of people who are committed to the same cause: supporting our clients. You can find out a bit more about them on their individual profiles:

Get in touch

If you’d like to learn more about how we can help, we’d love to hear from you.

Enter your details and a member of the team will be in touch.

1. Contact details

2. Enquiry

3. About you

4. Review & send


    Phone number

    Email address

    You're interested in discussing


    Do you have accumulated funds in an ISA, in savings, in pensions or a combination of?

    Work status

    How did you hear about us

    Please read our Privacy Policy.