At Tailored Financial Planning Ltd we assist and advise many clients who invest to improve their financial future.
Whether this be for long term growth or income in retirement, we have a number of investment strategies to fit
each individuals needs. These are reviewed regularly once you have established your tolerance for risk.
Investments have been proven over the majority of time to have out-performed traditional deposit accounts.
However you must be aware that past performances is not a guide to future growth and that investments can go
down as well as up. Its therefore important that you also establish your ‘appetite for loss’.
3 Steps as to “Why buying a property may give you more headaches than profit”
Before you do anything, conduct a business plan, laying out what you hope to achieve. This should take into account the following:
- Solicitors fees
Annual Deductions need to be considered also, such as:
- Do you plan to sell at any time, if so when?
- What will be likely value plus profit after deductions which areCapital gains tax
- Solicitors fees
- Estate agent fees
- If planning to leave to children are you likely to pay IHT on death as this will not be exempt.
When you have done that, then work out your exit strategy ie:
- Do you plan to sell at any time, if so when?
- What will be likely value plus profit after deductions which are
- Capital gains tax
- Solicitors fees
- Estate agent fees
- If planning to leave to children are you likely to pay IHT on death as this will not be exempt.
Why Choose Us?
25
Years of Experience
350+
Happy Clients
6
Experts
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