Our Services

 

Tailored Financial Planning provides independent advice on a wide range of financial products and services to meet individual requirements. These include investments, savings and wealth management e.g. bonds, retirement planning, pension transfers, and protection including critical illness cover. Whilst the Firm is relatively new the combined experience of our advisers is in excess of 120 years, many clients have had the same advisers for over 20 years.

“Tommy has been my adviser for twenty-two years and I have been very satisfied with his services. I could not hesitate to recommend him to anyone.”

N.R, St Helens

 

Investments, Savings & Wealth Management

  • NISA’s
  • Bonds
  • Unit & Investment Trusts

Retirement Planning

  • Pension Transfers
  • Personal Pensions
  • SIPPS
  • SASS

Taking your pension – the options

  • Annuity
  • Income Drawdown
  • Phased Retirement
  • Cashing in your pension

Protection

  • Term Assurance,
  • Critical Illness Cover
  • Household
  • Accident, Sickness and Unemployment (ASU)
  • Private Medical Insurance,
  • Income Protection,
  • Keyman Insurance
  • Relevant Life
  • Inheritance Tax Planning

Home Finance

  • Residential Mortgages
  • Buy to Let
  • Commercial Mortgages
  • Shared Equity
  • Debt Consolidation
  • Equity Release
  • Home Reversion Schemes
  • Other FinanceSecond Charge, Bridging Finance

Warning: Some forms of buy to let mortgages and commercial mortgages are not regulated by the Financial Conduct Authority.

Complete Mortgages are a trading name of Tailored Financial Planning Ltd.  We are independent which means that we can search the whole of the market to provide the most suitable deal for your personal circumstances for both mortgage requirements and protection.

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Accord Legal Services

Accord Legal Services offer expert advice on wills, family trusts, lasting power of attorney and care fee advice.

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Useful Websites

Tailored Financial Planning have compiled a list of 3rd-party websites which offer independent advice on a range of financial and business matters.

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Valued Testimonials

“The process the adviser went through to gain an understanding of my financial objectives and the timely delivery of the services provided by the firm were far better than I expected.”

M.T., St. Helens

I would happily recommend your services to anyone looking for life and critical illness cover.”

J.D., Liverpool