Why

We believe standing out from the crowd is a good thing

Why choose us?

Because we're Chartered

“What was the best thing about working with TFP? Their professionalism, their personal approach, their tailoring of the product to your needs, their ability to listen and to form plans that suit your goals and your timescales.” Ron Olivier
View Ron's story

Chartered status is the profession’s gold standard of excellence and integrity; it is only achieved by a select number of firms who have met rigorous qualifying criteria. Chartered status is a commitment to an overall standard of excellence and professionalism.
Learn more about working with a Chartered firm here.

Because we're Independent

“We get very friendly, helpful, professional, consistent and very reasoned advice. I think they know the markets very well; they know the products they sell and put forward.” Kim and Nick Timms
View Kim's story

With no obligation to any particular financial product or provider, we have the authority to make whole of market recommendations. Our solutions are therefore completely bespoke and tailored to your personal circumstances.

Because we're Financial Planners

“They’re not a company just to worry about individual financial advice; that’s a very narrow perspective. They provide a whole rounded service of financial planning and the financial advice is just part of that basket of tools that they have.” Dave and Lesley Evans
View Dave's story

A Financial Adviser will provide you with advice on a financial product. As Financial Planners, we go much further. We create strategies that will sustain your needs, solve your problems and secure your goals.
You can learn more about how we do that here.

Because we hold the Pension Transfer Gold Standard

“The advice we’ve had has been very good. The service we’ve had from them has been very professional…it’s been very easy.” Kim and Nick Timms
View Kim's story

We’re proud to be a firm that has met the criteria to achieve the Pension Transfer Gold Standard as set out by the Personal Finance Society. The Pension Transfer Gold Standard is a voluntary code of good practice for safeguarded and Defined Benefit pension transfer advice.
Learn more about the Pension Transfer Gold Standard.

Because we offer fixed fees

“From the off, you don’t get the impression that Casey’s in there for the hard sell. He takes an interest in you and I don’t think he’s just doing that as something he has to do; I think he genuinely likes people.” Paul Walton
View Paul's story

We believe in charging fair, fixed fees. Whilst many Financial Advisers charge a percentage fee based on your wealth, our charges are based entirely upon the complexity of your situation, the anticipated time involved in creating your plan and the value we can add to you.
You can learn more about our fees here.

Because we work with local people

“It doesn’t make any difference where I am; I’m still getting that same quality of conversation, the same quality of advice and the ability to meet. One of the team will come to us, or we will go to them or meet in London, so there’s no barrier by geographically being in a different area.” Dave Milner
View Dave's story

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. Whilst many clients come to our office for meetings, we’re also happy to come to your home, workplace or other suitable location.

Because we create extraordinary retirements for people like you

“Would I recommend TFP? Yes, I would, because I’ve already done it. The best thing about working for TFP is that partnership. They’ve made a dream of retiring early come to fruition for me.” Paul Walton
View Paul's story

Most firms like to talk about how they do this; we prefer to show it. Some of our clients have been kind enough to sit down with us and talk about how our financial planning work has changed their lives for the better.
You can watch our client stories here.

Get in touch

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

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