Casey MillsDirector and Chartered Financial Planner
Casey in the spotlight
On an ideal weekend, you can find me:
Spending time with the family, ideally outdoors, but typically as a taxi service! Including a trip to the cinema and dinner out.
My favourite holiday destination is:
Lanzarote. Guaranteed great weather and that wonderful constant breeze!
My favourite song to play in the car is:
Oasis - Don’t Look Back in Anger.
The first album I bought was:
Michael Jackson - BAD.
If I could be any fictional character, I would be:
Michael Knight, Knight Rider. It’s all about that car!
If I could turn any activity into an Olympic sport, I would win a medal in:
When the dessert menu arrives, I'm looking for:
The three qualities that draw me to new people are:
Authenticity, a great sense of humour, and people who have something valuable to say.
My pet peeve is:
Tardiness. I just don’t understand why people can’t plan their day better to make sure they arrive at a meeting or appointment on time!
The best gift I've ever received is:
Ryder Cup tickets.
The three people at my dream dinner party would be:
Pele, Sir Alex Ferguson, Steve Jobs.
The three small things that make my day better are:
Black coffee, the team I work with, chocolate!
Casey at work
Casey has worked in financial services since 2001; he established TFP Financial Planning Ltd in 2015 alongside Ian Jones.
Casey achieved Chartered Financial Planner status in 2012 and became a Fellow of the Personal Finance Society in 2018. Chartered status is the “gold standard” of financial advice; enabling financial advisers to demonstrate their professional commitment to raising the standards of knowledge, capability and ethical practice. It reflects his commitment to ongoing professional development and provides our clients with the confidence that they can expect the highest quality of advice, service and support.
Casey is passionate about the tangible and intangible benefits of real financial planning.
He specialises in working with business owners, executives and professionals who are planning for and looking to enjoy a fulfilling retirement.
Casey at home
Casey is married and has two (very active) children, Zachary and Darcey.
Outside work, he is an avid reader and a keen sportsman, and enjoys playing golf, squash, tennis and going to the gym.
The important stuff
All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Casey’s entry here.
Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS. You can view Casey’s SPS here.
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: