Videos

Press play and learn more about our team and the people we work with

Would you recommend TFP?

Our clients discuss the reasons why they would and do recommend our services to family and friends.

What's the best thing about working with TFP?

Our clients talk about the elements of our advice, service and support that they value the most.

Meet the team - Ian Jones

Ian began his career in financial services in the early 1990s and has driven the modernisation of the business over the years.

About Ian

Meet the team - Casey Mills

Casey has worked in financial services since 2001; he established TFP Financial Planning Ltd in 2015 alongside Ian Jones.

About Casey

Meet the team - Dan Haylett

Dan joined TFP Financial Planning Ltd in September 2018.

About Dan

Meet the team - Lucy Byrom

Lucy joined TFP Financial Planning Ltd in 2014.

About Lucy

Meet the team - Olivia Maynard

Olivia has worked in financial services since 2013. She joined TFP Financial Planning Ltd in 2015.

About Olivia

Dave and Lesley Evans - Confidence to leave the corporate world

“They’ve given us confidence in our financial position to be able to do the things that we want to do.”

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Paul Walton - The confusing world of pensions

“They’ve made a dream of retiring early come to fruition for me.”

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Kim and Nick Timms - Retiring early

“Working with TFP has enabled us to have the confidence to spend.”

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Ron Olivier - A retirement plan that works

“The process has allowed me to do the things I want to do at the time when I can still do them.”

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Dave Milner - The real benefits of financial planning

“There’s a very clear picture in my head about what I need to do, how I need to do it and why.”

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