Maldon Nub News is delighted to launch a partnership with respected local advisors TFP Financial Planning.

The company is an independent, owner- managed business that has been in Maldon since its inception in 1995.

Director and head of growth Dan Haylett spoke to Nub News about the company including its history, its ethos and the drive behind its team to help local people, particularly those planning retirement.

Mr Haylett said: "Originally a general IFA practice we have now evolved into one of the top modern financial planning businesses in the UK with a specialism and expertise in the financial and human challenges of a modern-day retirement.

"We are keen to help people live life with purpose, passion and perhaps even a hint of rebellion!

"Our work with retirees over many years has led us to develop our unique trademarked retirement planning process, WealthGPS.

Dan Haylett speaks informatively about retirement potential.

"This unique service is specifically designed for people that have saved diligently for retirement and are thinking about stepping back from full time work in the next three years and tackles the financial and human challenges of a modern-day retirement."

The experienced team at TFP consists of Dan and his colleagues Casey Mills (Managing Director & Chartered Financial Planner), Olivia Maynard (Operations Director), practice co-ordinator Samantha Bird, client experience manager Curtis Berry and Paraplanners Lauren Turner and Conner Griffiths.

Dan shared his colleagues' vision for clients by saying: "Our aim is to revolutionise retirement planning with a burst of energy and a dash of the extraordinary.

"We craft bold, personalised, lifestyle financial plans with passion, purpose, and a hint of rebellion to transform your retirement dreams into reality.

"We would like to think people can 'dare to be different' with us..."

He added: "WealthGPS ensures we work with our clients across many different areas, including financial planning, wealth management, tax planning, retirement income planning and retirement coaching.

"We lead the way in our profession by being one of only a handful of financial planning businesses that operate on a truly fixed fee basis by charging pounds and pence for the service we provide and not a percentage of assets - ensuring our relationship is with clients and their families and not their money."

WealthGPS covers eight core areas of retirement planning.

1. Values & Vision
2. Planning
3. Income
4. Investing
5. Tax
6. Peace of Mind
7. Gifting & Legacy
8. Action & Repeat

TFP has been recognised by peers within the financial advice profession as among the best, having acquired CII Chartered Firm Status and it has recently been shortlisted for Regional Adviser Firm of the Year by Professional Adviser and was also shortlisted for Innovative Small Business of the Year in the Essex Small Business Awards.

The company has been named by Citywire as a top 100 firm in the UK for three years running and its status is such it has been listed in the 2024 guide to top rated financial advisers published in The Times, the Telegraph and The Mail on Sunday.

Dan added: "I am very proud to say that we are regarded by many of our peers as true experts and at the forefront in the field of retirement planning.

"The team at TFP are asked to speak across the globe at industry conferences, are guests on podcasts and sit on panels to share their expertise on retirement.

Mr Haylett himself regularly appears on stage speaking about retirement at industry events across the globe and has appeared on many podcasts as a guest talking about retirement.

You can see him in person via this link during one of his industry-recognised podcasts.

In the coming months Maldon Nub News will be working with Dan and TFP with features and presentations on a range of personal financial issues.

However, to learn more today why not download the free Retirement Toolkit to get your retirement journey started - https://artisanal-composer-7982.ck.page/fa279db1b0?

Or book in a time to chat with Dan and colleagues about your retirement plans - https://calendly.com/dan-haylett-tfp/wealthgps-initial-conversation