Tailored Financial Planning

Our Story

Tailored Financial Planning Ltd emerged from a desire to empower individuals to take control of their finances. Founded in 2015 by a team of experienced professionals, we are driven by the belief that financial planning should be accessible and tailored to each client's unique needs and goals.

Who We Are

Our team of talented advisors are seasoned professionals with extensive experience in investments, pensions, mortgages, and protection planning. We are passionate about providing personalized solutions and building lasting relationships with our clients. We believe in open communication, transparency, and offering straightforward solutions to complex financial situations.

What We Do

We offer a comprehensive range of services to help you achieve your financial goals and navigate through life's milestones. Our services include:

Pensions

• Establishing and managing your pension plans for a secure retirement.
• Providing guidance on maximizing your contributions and understanding your options.

Investments

• Building and tailoring investment portfolios to your risk tolerance and financial goals.
• Offering guidance on ETFs, ISAs, and other investment options.

Protection

• Evaluating your insurance needs and identifying potential risks.
• Assisting with life insurance, critical illness cover, and income protection plans.

Mortgages

• Comparing mortgages from leading lenders and securing the best possible rates.
• Guiding you through the entire mortgage application process.

Inheritance Tax

• Planning for the efficient transfer of wealth to your loved ones.
• Advising on tax-saving strategies and minimizing your liabilities.

Funeral Planning

• Working with you to plan and personalize your final arrangements.
• Providing peace of mind and ensuring your wishes are respected.

Wills & Probate

• Creating legally valid wills and power of attorney documents.
• Managing the probate process and ensuring the fair distribution of your assets.

Why Choose Us?

Our clients value us for:

• Personalised Solutions: We take the time to understand your unique goals and concerns.
• Independent Advice: We offer unbiased recommendations based on your best interests.
• Transparency: We provide clear and concise explanations and fees.
• Client-Centric Approach: We prioritize your needs and work collaboratively with you.