TFP Financial Planning Ltd - Maldon

Penny J.

TFP Financial Planning has always given the very best advice. I have been a happy client for over nine years. I would highly recommend this firm. All the staff are knowledgeable in their expertise. If you are looking for a financial firm to look after you and your money. Look no further.

Malcolm S.

Ive been working with Dan from TFP for a year now. The whole engagement from introduction call through to planning discussions has been fabulous all the way through. I had reached the stage of needing to understand what policies and monies we had and what that meant for our aspirations heading towards "retirement". Dan took the time to understand our lifestyle and what matters to us. Dan has given us a clear understanding and confidence for our future finances. Fantastic service!

Alyson W.

My husband and I are new clients of TFP. We needed advice to plan for retirement in a couple of years. Dan Haylett (in particular as he was our main man) and also Casey and all the team, have gained our trust and confidence with their thorough, professional, efficient and friendly service. We now have a sound financial plan in place and very much look forward to financial independence! If any questions arise in the future then we can contact Dan or the team, and the support will be there....happy days.... and we are happy to recommend TFP too.

S V.

I would definitely recommend TFP if you are looking for some sound financial advice. They take the time and effort to really find out what you want from the future and what your current circumstances are, so they can give you an insight into the options open to you. They present the information in a clear and concise way and this has given me the confidence to make decisions on the best way forward for me! For the first time in ages, I'm looking forward to the future and feel confident I'm on the right path - thank you TFP for helping me on my journey 🙂

Barbara V.

Extremely high level of service, really listened to what I needed, which is rare these days, and as a result a high quality proposal and gold plated advice.

One of the most important things about financial planning is having trust and confidence in the professionals to whom you turn for advice and Casey and the team at TFP inspired that for me from the outset.

I would highly recommend TFP to anyone wanting some help and advice planning their financial futures.

John M.

I've been with TFP for almost 2 years and have always received 5 star service from Casey Mills supported and backed by the TFP team.

Casey spends a great amount of time within the initial meetings really getting to understand your current lifestyle, hobbies, goals and possible plans for the future, taking into account your current and future finances and willingness for risk etc, Casey clearly explains and documents the options available and the benefits and risks associated with each of them. As a result, I was able to plan and make decisions with confidence on my future finances. I also receive regular and comprehensive updates from TFP and continue to meet with Casey to cover any small adjustments based on my requirements or changes in circumstances.

Overall, I've received professional, friendly and excellent service from Casey and the TDP team. I would recommend them to anyone looking for good financial advice.

J. Morrison

Philip C.

I took the step a few years ago to let TFP manage my pension portfolio and I can honestly say it was one of the best financial decisions I've ever made.

TFP (Casey Mills) has been extremely diligent and supportive and I've seen our pension investment over the years become much more of a lifestyle fund to support us as we approach our retirement years. Casey has a unique approach in terms of listening, expressing empathy along with detailed financial knowledge in helping us face this very big change in our lives.

Reassuring and explaining in clear detail (no jargon!) how & what our fund projections mean to us in simple terms. I would certainly recommend TFP to anyone looking for financial advice and more importantly to people approaching their retirements years who need sound, reliable and trustworthy advice.

Pensions can be so complex and fraught with dangerous advice from so called experts, hence I would not trust anyone else other that TFP with our hard earned investment to see us through our later years.....

Gavin H. S.

I engaged TFP as I was considering my retirement options. I was particularly impressed by the way my contact, Dan, commenced by trying to understand my life goals, my attitudes to risk and generally what made me tick, before trying to put together a plan for the future, which we both owned. Only at the end of the process did the financial advice emerge, which made it seem more tailored to my requirements. I would recommend TFP to anyone looking for a similar approach.