IFA in Essex: Take Control Of 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.
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.
Plan for your financial future
The need to plan for your future has never been greater, with increasing wealth, changing legislation and economic changes the demand for independent advice has never been more critical. Financial planning is the process of identifying the goals you wish to achieve in life and devising a plan for your finances to help you meet them.
Whether you are planning for your retirement, want to buy your house or help to pay for your children's future education costs, as an IFA in Essex we offer financial advice on all aspects of financial planning to help our clients achieve financial security for themselves and their families.
Financial planning for the future will help you understand and achieve your financial goals and can also safeguard you against unplanned events, such as redundancy, loss of income due to ill health or covering the costs of care for an elderly relative. Financial planning can help secure financial security for you and your family through times of uncertainty and unplanned events.
"We work in partnership with our clients to ensure our advice is tailored to their unique personal circumstances and financial goals."
Making the most of the opportunities available to you.
As an IFA in Essex we can work in partnership with you to identify your financial goals and aspirations as well as understand your personal circumstances to provide financial planning advice that helps you achieve your goals and aspirations in a way you are comfortable with.
Our expert financial planning advice includes:
Health and Life Insurances
None of us like to think about the worst happening, but it is important to consider how you will provide for your family if you find yourself in this situation. There are many health and life insurances available, each offering different levels of cover and it is imperative that health and life insurances are considered as part of your financial planning to ensure you and your family are protected and secure should the worst happen.
Once you have an effective savings plan in place, you may want to consider investing some of your surplus finances to help you achieve your long-term goals, such as generating an income from your capital for your retirement or to help you achieve your financial goals, such as covering the cost of your children’s education or helping them to buy their first home.
You may have already thought about when you want to retire and how much income you’ll need from your pension. From the age of 55, you’ll be able to take responsibility for the money you’ve saved and access your pension pot however you like. You might want to take it all in cash, have a guaranteed income for life by buying an annuity, have a flexible income or defer your decision until later.
Looking for pension or retirement advice? Speak to one of our Advisers Today...
As an IFA in Essex, we’ll guide you through key wealth management decisions, advise you on tax-efficiency and make sure you’re saving enough into your pension so you can enjoy the retirement you deserve.GET IN TOUCH
"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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Get in touch
Where we are
TFP Financial Planning Ltd
65B High Street, Maldon
Essex, CM9 5EP
T: 01621 851563
F: 01621 851564