TFP Financial Planning describes itself as a ‘boutique-style business’ and is the only firm in the East of England that is CII-chartered and has been awarded BS 8577 accreditation.

Client satisfaction is TFP’s guiding principle as the firm emphasises the importance of building close relationships with clients and supporting them through uncertain times.

To help provide this type of personalised service, the firm is working with Shaping Wealth, a digital solution that integrates behavioural insights into the financial planning process to help advisers deliver a human-focused proposition.

Managing director Casey Mills (pictured) and directors Dan Haylett and Olivia Maynard also want to take care of staff and ensure they carry on the legacy of the firm, which provides training opportunities to employees and supports them in the pursuit of various qualifications.

Succession plans also reflect that mindset, with a commitment to offering staff a route to ownership via an employee ownership trust.

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