About Us
Our Story
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.
We also Feature on:
We are driven by values
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.
Meet the Team
Meet the team of our friendly advisers, protection consultants and estate planners. Find out more about our services, and then call us if you’d like to arrange an appointment, or simply contact us via the contact form if you’ve got a specific question that
What our Clients Say
“I was recommended to Tailored Financial Planning ltd by a current customer and good friend. All avenues of investment were explained clearly. Retirement can be a very stressful and confusing time, but the independent advice was greatly appreciated.” – P Whitty, Newton Le Willows.
Netton Le Willows
“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”
Wigan
“Fantastic service from everybody at Tailored Financial Planning. Even though Tommy and Chris are friends of mine, they showed how professional they are. They got me the mortgage I never thought I would be able to get. I would recommend to all to use Tailored Financial Planning. Thank you!”
St Helens
Why Choose Us?
25
Years of Experience
350+
Happy Clients
6
Experts