0330 038 8940
Based in Maldon
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: April, 2023
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Casey and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 06 April 2025
Casey and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
34
Recent Client Reviews
Casey has received 34 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Casey has received 34 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 16 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
15
Qualifications Uploaded
Casey has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
15 qualification certificates available to view
Casey has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Casey has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Casey has provided information on their typical fees
Casey has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
Casey and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 06 April 2025
Casey and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
34
Recent Client Reviews
Casey has received 34 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Casey has received 34 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 16 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
15
Qualifications Uploaded
Casey has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
15 qualification certificates available to view
Casey has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Casey has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Casey has provided information on their typical fees
Casey has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Helping You Build a Secure & Fulfilling Retirement With over 20 years in financial services, I founded TFP Financial Planning in 2015 with one goal: to provide truly independent financial advice that puts you first. I believe financial planning isn’t just about numbers—it’s about giving you the freedom to enjoy life on your terms. As a Chartered Financial Planner and Fellow of the Personal Finance Society, I uphold the highest standards of knowledge, expertise, and ethical practice. This ensures my clients receive the very best advice, service, and ongoing support. I specialise in working with couples planning for and transitioning into retirement, helping them turn their hard-earned wealth into a secure and fulfilling future. Whether you want to travel the world, support loved ones, or simply enjoy peace of mind, I’m here to create a tailored strategy that gives you confidence in your financial future. At TFP, our clients are like family, and I feel privileged to guide them through life’s key financial decisions. ? Ready to take control of your financial future? Let’s start the conversation today. When I’m not helping clients, you’ll find me making memories with my wife Elaine, our two children Zac and Darcey, and Nova, our ever-energetic Golden Retriever!
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Casey's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
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