About Us

TCFP Principles

We are completely transparent, open and honest at all times.

We are humane, decent, respectful and reliable.

We recognise that each of the families we work with is unique and needs to be treated as such.

We listen without judgment and work with you to support your values and views.

We treat everyone with kindness and provide reassurance.

We use clear, concise language and relate what we do to our clients’ lives, hopes and fears.

We know that the emotional return for our clients far outweighs the monetary return.

We aim for excellence every day as well as continual growth and improvement.

We work together as a team supporting each other to optimise our strengths and skills.

We are open-minded, fair and inclusive, we encourage and welcome ideas from all team members.

TCFP Key Facts

£££s looked after:

We look after £200m+

Number of families:

We look after over 300 families

Positive reviews received:

We have 200+ positive, verified reviews on several reliable platforms

How we have grown:

We have quadrupled revenue over the last six years

Years in the profession:

In total TCFP advisers have 80+ years of financial planning experience

Hours of planning:

We have completed over 6,000 working days of planning, covering 40,000 hours, 10,000 client appointments, and 25,000 financial planning conversations.

Exams passed:

We have 17 Accreditations and 60+ exam passes between us

Asset development:

Assets under management have quintupled over the last six years

Clients don’t leave us:

Apart from death only two clients have left us in the last three years – we asked them both to leave as our service was not suitable for them

Our typical value:

On average we are 2-3% pa better at looking after client money than the clients themselves

Our People

Credentials

What our clients say

Town Close Financial Planning believes in the power of financial planning to deliver results for you and your family that you can’t achieve on your own.

As a certain Warren Buffett said: “Risk comes from not knowing what you’re doing.”

We know what we are doing and we’re as competent as anyone alive to do what you need done.

In that way we represent your best chance for success. We have the resources and will to produce a plan that addresses your family’s needs as well as anyone can.

You should never find a financial planning firm more deeply committed to your family’s financial success than us. If you do, you should work with them, they deserve you more than us.

If you give the plan we put together with you enough time and enough money, you can expect to achieve the goals we have agreed on. If you’re not given enough time insurance will carry the plan the rest of the way.

Your financial plan will be a great benefit to you and your family, addressing as it does, one, some or all of these:

  • If a breadwinner dies your family will not be fatally compromised: They will be able to stay in their home, plans to help your children will remain on track, business interests can continue, assets will not have to be sold in a fire sale.
  • And the same goes in the event of disability or long-term illness.
  • The children and/or grandchildren can be helped with education costs, deposits for homes etc. without being saddled with debt.
  • The current generation will be able to retire in its own time and on its own terms. They will be confident they will not outlive their income. Their dignity and independence will not be undermined by up to 30 years of rising living costs (aka inflation).
  • The current generation will be able to support their own parents. And never become a burden to its children.
  • Retirement incomes will rise to offset inflation. This will not be at the expense of the capital which will also grow over time and be available to support future generations.
  • Inheritance tax (IHT) will not force the sale of important assets at an inopportune time. IHT liabilities will be funded out of residual capital or insured against.

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