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  11. Tailored Wealth Financial Management

Tailored Wealth Financial Management

Independent Financial Adviser  Unit 6, Teignmouth, Devon, TQ14 8JW
First meeting at adviser's own cost
Providing unparalleled advice in all your personal and business needs from pensions, protection to corporate planning we can help.
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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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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Home and leisure
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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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
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Group risk
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Long term care
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Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Antony Codner DipFA
Director

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

Mark Tipper DipFA
Director

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

About us

Tailored Wealth has been providing first class advice to individuals and businesses for many years with Mark and Tony having nearly 40 years experience between them.

If you are worried about you retirement planning and how to achieve the lifestyle you desire we can help these become a reality.

If are a shareholder in a business and you are looking for a corporate partner to help with your structure to ensure you de-risk you business we specialise in succession planning and using shareholder agreements, cross option planning coupled with trusts and protection to ensure the future of your company is secure.

We can help businesses use corporate pensions to make significant tax savings and if your looking for a new commercial unit how your pension can be unlocked to realise this.

We can help with how your estate is passed on whether it is a business or your personal estate and you are concerned about the effects of Inheritance Tax - we have a wealth of experience in this area also.

Whatever your financial requirements, putting together the perfect solution for you is always our aim.

Where to find us
Head office address: Unit 6, Helmores Yard, Exeter Street, Teignmouth, Devon, TQ14 8JW
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 25th May 2020

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