About Us

Our Story

Tailored Financial Planning began in 2015 with a simple but powerful idea – to do things differently. At the heart of this vision were Tommy and Paula, colleagues and friends who’d worked together for years before deciding to take the leap and build something new. With complementary strengths – a bit of yin and yang – they shared a common belief that financial planning could be more personal, more approachable, and, most importantly, more human.

They were determined to break away from the cold, corporate feel that often defines financial services. Their mission was to strip away the jargon and create a space where clients felt truly understood and valued. They wanted every interaction to feel like sitting down with a trusted friend – someone who listens, explains things clearly, and genuinely has your best interests at heart.

It didn’t take long for that vision to become reality, and since then, Tailored Financial Planning has grown into a close-knit team of six. Each member of the team shares the same commitment to building lasting relationships, providing honest advice, and ensuring every client feels supported and confident about their financial future.

While the team has grown, the heart of the business remains the same. It’s still about creating a family feel – where clients aren’t just numbers, but partners. At Tailored Financial Planning, it’s never just about finances – it’s about you, your goals, and helping you achieve what matters most.

That’s our story. We’d love to be part of yours.

We also Feature on: