Financial Advice in Essex: Helping Create Clarity In Your Finances

As an established financial planning and wealth management company, TFP Financial Planning provides personalised financial planning and strategic investment advice to clients throughout Chelmsford and Essex.

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Chartered Status – the Gold Standard

At TFP Financial Planning Ltd, we are immensely proud of our Chartered Status. This is the profession’s gold standard of excellence and integrity and is currently achieved by only a select number of firms who have met rigorous qualification criteria. Royal Charters are granted by the sovereign on the advice of the Privy Council and have a history dating back to the 13th century.

Offering financial advice in Essex

With the busy lives we lead, it can be difficult to find the time to keep fully up to speed with everything that’s going on, including managing our ever-changing financial affairs. Especially when you also add to this that investment products are unlikely to remain the same throughout our lifetime, this is where professional financial advice can prove invaluable.

At TFP we provide financial advice in Essex to help you design a custom investment portfolio to suit your individual situation. It should take into account your financial goals, as well as your need, willingness and ability to tolerate risk. Your investment portfolio should also generally be designed to minimise your tax burden, if possible and is prudent given your circumstances.

"We work in partnership with our clients to ensure our advice is tailored to their unique personal circumstances and financial goals."

Translating financial jargon into real world goals.

Understanding the jargon used within the financial industry and extracting the important information can be difficult and time-consuming. We provide advice and support on all aspects of financial planning and financial advice in Essex to help you understand the often complex nature of financial planning. So, whether you want to understand the implications of interest rate increases or of a change in tax legislation regarding an investment product, we will be able to discuss how each issue directly affects you.

Our expert financial planning advice includes:

Investment Management

Anything is possible when you manage your money the right way. Whatever your goals in life are, careful planning and successful investing of your wealth can help you get there. Investments can offer both risk and return, and generally the bigger the risk the greater the potential return. It's down to each investor to be comfortable with the perfect balance for them, and this will vary depending on how much you have to invest, what stage of life you’ve reached and what you’re trying to achieve.

Tax Planning

Good planning and careful timing are critical if you want to maximise tax reliefs or minimise the tax bill on a transaction or investment, and to avoid falling foul of the system of penalties and interest levied by HM Revenue & Customs. It’s important to be fully aware of the choices you can make before you make them, so planning ahead and taking professional financial advice is essential.

Estate Preservation

You’ve worked hard all of your life to get to where you are, and providing for those you care about is important to you. However, just owning your own home and having sufficient capital to provide a reasonable income during your retirement may leave your estate with a sizeable IHT liability.

Looking for pension or retirement advice? Speak to one of our Advisers Today...

At TFP we provide financial advice in Essex to guide you through every aspect of financial planning to ensure you have the most effective strategies in place to meet your financial goals, protect your estate and provide a financially secure future for your family.

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"I was very lucky in finding Casey Mills at TFP, he set out my current arrangements with updated valuations and invaluable policy specific information that only a professional would know to uncover. All this information was set against the background of the new pensions flexibility and the various tax pitfalls."

Mr A Betts, Wickham Bishops

"Early retirement or career downscaling had increasingly occupied our thoughts but we were uncertain if our pension arrangements and investments would sustain our lifestyle. With life changing decisions to make we consulted Casey Mills looking for answers and guidance. He analysed our finances in a highly professional and diligent manner and then spent plenty of time with us presenting the results of the various scenarios he'd modelled at our request."

Mr P Claydon, Project Manager, Essex

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Where we are

Office Address

TFP Financial Planning Ltd
65B High Street, Maldon
Essex, CM9 5EP

Contact Information

T: 01621 851563
F: 01621 851564
admin@tfp-fp.com

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