Investment Planning Tailored for You
At Tailored Financial Planning, we’re here to help you make informed decisions about your money so you can build a brighter financial future. Whether you’re looking to grow your wealth over the years or create a steady income stream for retirement, we’ll work with you to craft an investment approach that fits your own goals and needs.
We know everyone’s situation is different, and that’s why we take the time to understand what matters most to you. We’ll help you figure out your comfort level with taking risks and regularly review your plan to make sure it stays on track.
While investing has often delivered better returns than traditional savings accounts over time, it’s important to remember that investments can rise and fall in value. Past performance isn’t a guarantee of future results. That’s why we not only focus on building your portfolio but also on making sure you understand your “appetite for loss”—in other words, what level of ups and downs you’re prepared to handle.
Our goal is simple: to give you confidence in your financial choices and help you stay focused on the future you deserve. Whether you’re just starting out or have experience with investing, we’re here to guide you every step of the way.
Want to learn more about how we can help? Get in touch today, and let’s start creating an investment plan that works for you.
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:
- Stamp duty on purchase
- Solicitors fees
- Mortgage arrangement fees
- Valuation fee What the mortgage interest will be (note, that this can’t be offset against higher rate tax**)
- Likely monthly profit after deductions (see below)
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.
Investment resources
The true cost of raising a child in 2026
From childcare and essentials to education and everyday expenses Raising a child is a major financia…
Autumn Budget 2026 tax watch
With the main taxes ruled out, attention is shifting to other revenue generators As Chancellor John …
Guide to: School Fees and University Fees Planning
How parents and grandparents can help while keeping wider financial goals on track Education can be …
Why Choose Us?
25
YEARS OF EXPERIENCE
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HAPPY CLIENTS
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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
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”
P Greenwood
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!”
M Hutton
St Helens