What We Do

Put simply, we work with you to achieve your goals.

Our Process is Painless

We've finely tuned the way we work over many years to offer you a service that's second to none.

Plan

Understand your financial situation and how you can achieve your goals.

Do

Get on with doing what you do best whilst we implement your plans.

Review

Peace of mind that your finances are on track with you and the industry.





Financial Planning For

Individuals

Financial Planning For

Entrepreneurs

Everything You Need

Taylor Made Financial Planning gives you a plethora of financial products to help manage your finances for now and for the future.



ISA

ISA’s are an incredibly tax efficient savings vehicle. With a broad range of options available, it’s not difficult to find an ISA suitable for most investors. Contact us to discuss which type of ISA might be best for you.



Pensions

Pensions are well known for being a tax efficient way of saving for retirement. They can also help small businesses fund their business or buy commercial premises. Talk to one of our pension specialists who can help you understand the options available.



Investments

We have access to thousands of investments and have a robust process to help you choose one that is right for you. To find out more book an appointment with one of our experienced advisors.



Mortgages

We’re mortgage experts and have helped hundreds of clients secure a mortgage to buy or refinance their dream home. We also help property investors secure finance individually or through a company structure.



Venture Capital Trusts

VCT’s are highly tax efficient and often have huge growth potential. To find out whether investing in VCT’s might be appropriate for your investment portfolio, call to speak to one of our Financial Planners.



Enterprise Investment Schemes

EIS’s are highly tax efficient and can also be exempt from inheritance tax, making them very attractive for those planning how to pass on their wealth. We have experienced advisers who can help you decide whether EIS should form part of your investment portfolio.



National Savings & Investments

NS&I have a wide range of savings products that are backed by the UK government and therefore 100% secure. Our Financial Planners can advise you on the right ones for you.



Final Salary Pensions

Pension freedoms have thrown open a huge range of choice to people at retirement on how they can access their pension savings. If you need advice on how to get what you need from your final salary pension then we have pension specialists that can help.



Protection Products

We advise on a wide range of life insurance, critical illness and income protection policies. If you’re not sure how best to protect yourself and your family against life’s uncertainties, our advisers are here to help.



Business Protection

Business Protection helps safeguard a company’s financial future against the unexpected loss of a business owner or key person. There is a vast range of products available to help you protect your business and our advisers can work with you to choose the right ones.



Trusts

Trusts can be a great way to help protect your loved ones, ensuring they can be provided for in the future. Trust funds can help protect your assets, minimise inheritance tax and ensure that your assets are distributed quickly in the event of your death. Our Financial Planners can help you decide whether using a trust would be the right thing for you and your family.



Family Investment Companies

A family investment company is a structure that enables you to pass significant wealth to the next generation, while retaining control and protecting your assets. Our advisers can work with you, together with other professionals to guide you on what is right for you and your family.

Kind Words

All Testimonials

Contact us for help with your finances.