Tailored Financial Planning Ltd

Tailored Financial Planning Ltd

Financial Services

St. Helens, England 192 followers

Expert advice to suit your financial needs

About us

At our financial company, we've redefined what it means to work with financial experts. We specialise in investments, pensions, and mortgages, and our approach is refreshingly friendly and jargon-free. We're not just advisers; we're your financial partners, here to welcome you into a world of financial possibilities. Our mission is to make your financial journey as smooth as possible. We're dedicated to providing personalised guidance, ensuring you feel right at home as we work together to secure your financial future. With us, you are more than a client; you are part of our financial family, and were excited to help you achieve your dreams.

Industry
Financial Services
Company size
2-10 employees
Headquarters
St. Helens, England
Type
Privately Held
Founded
2015

Locations

Employees at Tailored Financial Planning Ltd

Updates

  • With so many of use grappling with a workforce sickness epidemic and long NHS waiting times, it's no wonder that 2.81 million people in the UK are now away from work with health issues. As a result we're seeing more and more employers offer comprehensive health benefits - an approach that's essential for preventing employees from becoming too ill to work. Not to mention, attracting and retaining staff. Find out more about the rising demand for health cover in this blog: https://shorturl.at/Pe9MB

  • Grow Your Wealth 2025! 💹✨ Looking to invest? At Tailored Financial Planning in St Helens, we’re here to guide you through the complex world of investments. We'll provide: ✅ Custom investment plans crafted to suit your ambitions and risk preferences ✅ Expert guidance to help make the most of your money ✅ A focus on sustainable growth to secure your future Whether you’re looking to build a nest egg, invest for retirement, or explore new opportunities, we’re here to help you confidently take steps toward financial success. Ready to turn your dreams into reality? 📞 Call us on 01744 757648 #InvestSmart #WealthGrowth #TailoredInvestments #StHelens #FinancialFreedom

    • No alternative text description for this image
  • Contemplating a return to work after a significant absence or considering a phased return? 🤔 In what some call ‘The Great Unretirement’, many retirees are re-entering the workforce. The reasons for this trend are as varied as the individuals themselves, but the rising cost of living has driven many to seek ways to bolster their financial security. If you’re contemplating a return to work after a significant absence or considering a phased return, there are several factors to consider. Here, we will explore how ‘unretirement’ could impact your finances, including effects on your State Pension and workplace pensions, as well as potential tax implications.👇️ https://shorturl.at/AXpMB

  • With life expectancy rising and more people starting families later, around 1.3 million individuals in England and Wales now have caring responsibilities for older and younger dependents. 👵👶🫶 Does this sounds familiar? If so, you’re likely part of the ‘sandwich generation.' Commonly aged between 45 and 54, the sandwich generation often provides financial assistance and physical care for their parents while also looking after their children. Increasingly, this includes young adults still living at home and needing financial support to kickstart their futures. And these additional responsibilities can be costly and reduce your ability to take on paid work, making saving time harder. In this article, we look at some of the considerations that can help you become financially resilient when you’re taking care of yourself and others too. 👇️ https://shorturl.at/kCZBN

  • Looking for mortgage advice in 2025? 🏡✨ At Tailored Financial Planning, based in St Helens, we know that no two lives are the same – so why should your mortgage be? Whether you're a first-time buyer, remortgaging, or moving up the property ladder, we're here to take the stress out of the process. We promise: ✅ Competitive rates that work for your budget ✅ Expert advice to guide you every step of the way ✅ A plan that's tailored to YOUR needs – because we know there's no ‘one size fits all’ Your dream home's within reach in the new year, and we’ll help make it happen. 🏠❤️ Get in touch with us today: www.tailoredfp.co.uk #StHelens #MortgageExperts #DreamHome

    • No alternative text description for this image
  • 🌎️✈️Becoming a UK expat can mark the start of an exciting chapter, but what about your pension? In recent years, the rise in remote work, significantly accelerated by the global pandemic, has given many individuals the flexibility to work from virtually anywhere. Coupled with a mounting cost of living crisis, this newfound freedom has led many people to contemplate the prospect of moving abroad. Learn more in this article: https://shorturl.at/NQqrb

Similar pages