Tailored Financial Planning Ltd is a Private Limited Company which was incorporated in July 2015 under Companies House reference: 9707423. The firm has been established to provide compliant independent advice in investments, pensions, mortgages and protection, to existing and prospective clients.
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.
Financial Adviser & Managing Director
Financial Adviser, Managing Director & Pension Specialist
Mortgage & Protection Adviser
Head of Customer Relations
Estate Planning Consultant