We are Chartered Financial Planners; helping people find the comfort, confidence and knowledge to enjoy retirement without worrying about money. 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.
Over the years, we have developed specific expertise in helping people to secure their ideal retirement. With so much to juggle, it can be extremely difficult to dedicate meaningful time to future financial planning as a business owner. We will help you to manage both the business and personal side of your wealth, and simultaneously look to the future; whether that's your retirement, exit strategy or business sale.
Over the years, we have developed specific expertise in helping people to secure their ideal retirement. With so much to juggle, it can be extremely difficult to dedicate meaningful time to future financial planning as a business owner. We will help you to manage both the business and personal side of your wealth, and simultaneously look to the future; whether that's your retirement, exit strategy or business sale.
Services
Ian Jones originally founded The Financial Practice Ltd in 1995. Following a series of business acquisitions in 2012, TFP Financial Planning Ltd was established in 2015 by Casey Mills and Ian Jones. 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.
Casey Mills
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I just don't understand why people can't plan their day better to make sure they arrive at a meeting or appointment on time! Casey has worked in financial services since 2001; he established TFP Financial Planning Ltd in 2015 alongside Ian Jones. Casey achieved Chartered Financial Planner status in 2012 and became a Fellow of the Personal Finance Society in 2018.
Dan Haylett
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He has worked in financial services since 2005, specifically in investment management, where he has held senior sales and management positions in the City with some of the largest global asset management companies. Dan's areas of expertise are client relationship management, the investment markets and building investment strategies.
Lucy Byrom
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Her role as our Office Manager involves ensuring the smooth running of the office and improving company procedures. She also manages various other aspects of the business, including compliance, HR, marketing and business development. Lucy has achieved the Chartered Insurance Institute (CII) Award in Financial Administration.
Elaine Mills
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Elaine is currently covering Lucy on maternity leave and handling all aspects of business administration. From her first role in finance as a Mortgage Adviser at Countrywide Assured, to an Independent Financial Adviser for Bradford & Bingley, then finally a self-employed adviser with Cheeseman & Groves and later PFS, Elaine has plenty of experience in helping clients to achieve their goals.
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