Tailored Financial Planning

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Private Limited Company providing compliant independent advice in investments, pensions,                                                                                                     mortgages and protection to existing and prospective clients.

Always committed to delivering top quality advice…

The Directors and Advisers of the company have always adhered to the highest of professional standards to ensure the fair treatment of all their clients. They understand their clients are the most important component of their business, so will go to great lengths to provide a service they are completely satisfied with. The company consults their compliance support group; Simplybiz Plc, to implement a robust Treating Customers Fairly (TCF) plan, that will provide them with the tools to operate compliantly and ethically at all times.

Our Services

Tailored Financial Planning Ltd provides independent advice on a wide range of financial products and services to meet individual requirements. These include investments, savings and wealth management e.g. bonds, retirement planning, pension transfers, and protection.

Complete Mortgages

Complete Mortgages are a trading name of Tailored Financial Planning Ltd.  They are independent which means that we can search the whole of the market to provide the most suitable deal for your personal circumstances for both mortgage requirements and protection.
We do all the paperwork, chasing and running around on your behalf to ease the stress and we will guide you through the whole process.

Accord Wills

Tailored Financial Planning Ltd are proud to be working in partnership with Accord Legal Services, who are a nationally recognised Estate Planning provider, our Legal Department will specialise in Wills, Trusts, lasting powers of Attorney and Probate, at prices to suit any budget.

Contact Us Today

Prefer to talk over the phone?

Give us a call today.

01744 757648

Charity & Community

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“Excellent service from start to finish. The adviser is always helpful and finds the best deals and outcomes. I am a returning customer because of the exceptional experience I receive. All the stress is taken away from me and it makes life easier, knowing the deal I have is the best”