Private Limited Company providing 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.
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.
Services
Our specialist area is 'Planning for Retirement'. We help our customers establish realistic long term goals. Its important that you make use of all the 'tax breaks' available to ensure that you do not have to rely on the state for retirement or better still have the option to retire early. We tie this in with our investment strategy and cash flow modelling to help those actually retired to live the best life they can with the resources available.
At Tailored Financial Planning Ltd we assist and advise many clients who invest to improve their financial future. 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.
Protection is just another word for insurance - so establish what you want to 'protect' (i.e income) and we will create the right plan for you. It is important that you protect yourself from all the hurdles and obstacles you will encounter along your lifetime. Most people just think of life insurance to provide a lump sum for your loved ones in the event of untimely death.
At Tailored our mortgage advisers can offer a comprehensive choice of mortgages from all major Lenders. Our sister company Complete Mortgages assist many customers, whether they be first time buyers or more experienced borrowers looking for a more competitive rate or extra funds for things like home improvements.
Inheritance Tax is a tax on the estate (the property, money and possessions) of someone who's died. If you're married or in a civil partnership and your estate is worth less than 325,000, any unused threshold can be added to your partner's threshold when you die. This means their threshold can be as much as 650,000.
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