Business Details
Emergency
services
Your Trusted Retirement Planning Partner in Maldon
Established by industry experts, we specialise in transforming retirement aspirations into actionable, holistic financial strategies. Our award-winning team of chartered financial planners brings decades of combined experience in guiding aspirational couples aged 50+ through complex financial transitions. With a focus on purpose-driven planning, we combine sophisticated cashflow modelling, tax-efficient income frameworks, and evidence-based investment strategies to create retirement solutions tailored to individual values and life goals. Regulated by the Financial Conduct Authority, our commitment to transparency extends to fixed-fee structures and a pledge to never charge asset-based percentages.We differentiate ourselves through our proprietary WealthGPS methodology, which aligns financial decisions with personal values while preparing clients for both anticipated and unexpected life events. Our team maintains continuous professional development to uphold industry-leading standards, ensuring clients receive forward-thinking advice that adapts to evolving financial landscapes.
Services
Financial Planning
Retirement Coaching
Wealth Management
Tax Planning
Investment Management
Estate Planning
Cashflow Modelling
Income Strategy
Insurance Review
Legacy Planning
Highlights and features
- We offer a proprietary WealthGPS methodology for comprehensive retirement planning
- Our team holds chartered financial planner qualifications with specialist retirement expertise
- Transparent fixed-fee pricing structure with no asset-based charges
- We provide evidence-based investment strategies with cost-efficient portfolio management
- Our holistic approach integrates tax planning, estate management, and insurance review
Associations and certifications
- Financial Conduct Authority
What people say
Holistic approach
No sales patter
Jargon-free communication
Confidence for future
Sound reliable advice
Services
Financial Planning
Our comprehensive financial planning service creates tailored retirement roadmaps through 11 proprietary exercises that identify personal values and life goals. Using advanced cashflow modelling software, we stress-test plans against 100+ years of market scenarios while developing sustainable income frameworks. The service integrates tax efficiency, investment strategy, and estate planning to deliver actionable, values-aligned financial solutions.
Retirement Coaching
Specialised coaching helps clients transition from accumulation to spending mindset through structured income segmentation strategies. We address psychosocial challenges of retirement spending while maintaining investment confidence. The service includes annual forward-planning meetings and ongoing adjustments to ensure financial plans evolve with changing life circumstances and market conditions.
Tax Planning
Proactive tax strategy development focuses on minimising lifetime tax liabilities through coordinated planning with accountants. We implement tax-efficient withdrawal frameworks and capital gains management while ensuring compliance with evolving regulations. The service includes ongoing tax position reviews to optimise retirement income and preserve wealth for legacy purposes.
Investment Management
Evidence-based investment approach combines diversification principles with risk profiling to create low-cost, sustainable portfolios. Our PortfolioGPS system aligns investments with retirement income needs while maintaining cost efficiency. We provide regular portfolio reviews and market adaptation strategies within a transparent fee structure that excludes asset-based charging.
Estate Planning
Integrated estate planning ensures wealth distribution aligns with client values through coordinated wills and lasting power of attorney arrangements. We collaborate with solicitors to implement gifting strategies and legacy planning while addressing inheritance tax considerations. The service includes regular reviews to maintain alignment with evolving personal circumstances and legislative changes.
People
Casey Mills
Managing Director & Chartered Financial Planner
Award-winning financial planner with specialist expertise in retirement income strategies, Casey leads our team in developing innovative solutions for complex financial situations while maintaining a strong client-focused approach.
Dan Haylett
Director, Head of Growth & Financial Planner
With extensive experience in client relationship management, Dan specialises in creating personalised retirement plans that balance financial objectives with lifestyle aspirations through our WealthGPS methodology.
Olivia Maynard
Operations Director
Overseeing daily operations, Olivia ensures seamless delivery of our financial planning services while maintaining compliance standards and implementing process improvements to enhance client experience.
Lauren Turner
Paraplanner
Supporting our planning process, Lauren provides technical expertise in developing cashflow models and investment strategies while ensuring accurate documentation and regulatory compliance.
Nicki Hinton-Jones
Head of Investment Committee
Leading our investment strategy development, Nicki applies deep market knowledge to create evidence-based portfolio solutions that align with individual retirement goals and risk profiles.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning through our WealthGPS methodology, covering cashflow modelling, tax strategy, income frameworks, investment management, and estate planning tailored to individual needs.
How are your fees structured?
Our fees include a fixed initial project fee (£2,500-£10,000) and transparent ongoing service charges (from £350/month) with no asset-based percentages or hidden costs.
What investment approach do you use?
We employ evidence-based, low-cost portfolio strategies through PortfolioGPS that prioritise diversification and cost efficiency while aligning with individual retirement income requirements.
How do you handle tax planning?
Our proactive tax planning integrates with overall financial strategies, working alongside accountants to minimise liabilities through coordinated withdrawal frameworks and capital gains management.
What client support do you provide?
Clients receive at least annual planning meetings, with more frequent reviews for higher-tier services, plus unlimited access to our team for ongoing financial guidance and adjustments.
How do you differ from other planners?
We combine proprietary planning methodology with fixed-fee transparency, avoiding asset-based charging while maintaining holistic, values-driven retirement strategies developed through 11 structured exercises.
Reviews (5)
Malcolm Snelgrove
Dec 25, 2021
Report
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!
Atul Manek
Mar 19, 2021
Report
Dan at TFP has been immensely helpful and removed my financial anxiety as I was approaching retirement. I now feel more confident with my plans and Dans encouraged me to remove the (financial) shackles so much so that I turned down a part time opportunity which would have been easy to take but in actual fact, not what I really want to be doing. I would recommend anyone to use TFP to think through their post retirement life.
Tim Bailey
Jan 09, 2021
Report
Having courted a number of Financial Advisers before selecting TFP I had developed a clear picture of the type of firm I wanted to work with. At least two of the businesses formed an opinion of what was right for me and my family based on one telephone call. From the outset it was apparent that Casey at TFP had a different approach. He spent time understanding us and our drivers. This journey of realisation meant that we pretty substantially changed our direction and time scales. Yes, it means we now work for a bit longer. but, in doing so we have a far better long term outcome. I am hugely
Heidi Dixon
Oct 21, 2020
Report
Im very happy to highly recommend the services of TFP. Our FP Dan Haylett is extremely personable, professional & proficient & is backed by a team of really helpful & friendly support staff. He has quickly identified our financial & lifestyle aspirations & has presented a plan that provides comfort & confidence that even in these uncertain times (Corona wasnt amongst the original what ifs) our objectives can be met. Many thanks Dan, we are looking forward to a long & trusted relationship with you & Team TFP.
Dd Fam
Aug 25, 2020
Report
We had a consultation with TFP initially thinking purely about financial advice however, after discussion with Dan, this was turned around to thinking about what we wanted to achieve with our goals and lifestyle. Dan has met regularly with us, given helpful advice, produced detailed financial analysis and has shown us that we can be confident in planning and enjoying the next stage in our life journey. Highly recommended.
