Tailored Financial Planning Ltd

Independent Financial Adviser  Tailored Financial Planning Ltd, Merseyside, St. Helens, WA10 1SX
First meeting at adviser's own cost
Professional, high quality and individually tailored advice to Suit all your Financial Needs.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Response rating
7.0/10
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FCA authorised
Last authorised 26th October 2020
Meet our advisers
Thomas Frodsham
Financial Adviser & Pension Specialist
About us

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.

Our services

We pride ourselves on providing an independent, bespoke, friendly and professional service.

We are able to offer pension advice in relation to Occupational Defined Benefit Pension Schemes.

Where to find us
Head office address: Tailored Financial Planning Ltd, 99-101 Corporation Street, Merseyside, St. Helens, WA10 1SX
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 26th October 2020

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