Business Details
Your Trusted Partner for Financial Planning Solutions
Taylor Made Financial Planning has been dedicated to empowering individuals and entrepreneurs with informed financial decision-making since our establishment. As an authorised and regulated firm by the Financial Conduct Authority (FCA), we prioritise transparency, client-centric solutions, and long-term financial security. Our structured approachPlan, Do, Reviewensures clients maintain control over their financial strategies while adapting to life's changes. With offices in Surrey and Hampshire, we combine local expertise with industry-leading standards to deliver tailored advice on investments, mortgages, and tax planning.Our commitment to ethical practices, evidenced by FCA regulation and membership in the Financial Ombudsman Service, underscores our trustworthiness. We operate with fixed-fee pricing for clarity and provide comprehensive support through initial consultations, implementation, and ongoing reviews. Our team's expertise in navigating market fluctuations and regulatory requirements positions us as a reliable partner for achieving financial goals.
Services
Financial Planning
Investment Management
Mortgage Advice
Tax Planning
Wealth Management
Highlights and features
- We are authorised and regulated by the Financial Conduct Authority for compliance and client protection.
- Our structured Plan-Do-Review process ensures ongoing financial strategy alignment.
- Fixed-fee pricing provides transparency and avoids hidden costs.
- We specialise in serving both individuals and entrepreneurs with tailored solutions.
- Our team combines local expertise with national regulatory standards.
Associations and certifications
- Financial Conduct Authority
Services
Financial Planning
We help clients create comprehensive financial plans tailored to their personal and business goals. Our process begins with understanding your current financial situation, followed by implementing strategies for growth and security. Regular reviews ensure your plan adapts to life changes and market conditions.
Investment Management
Our investment management service focuses on building diversified portfolios aligned with your risk tolerance and objectives. We monitor market trends and adjust holdings to optimise returns while minimising volatility. Clients receive transparent reporting and guidance on long-term wealth accumulation.
Mortgage Advice
We provide expert mortgage advice to help clients secure competitive home loans. Our fixed-fee service includes assessing your financial situation, comparing lenders, and guiding you through the application process. We ensure you understand all terms and costs involved.
Tax Planning
Our tax planning strategies aim to legally reduce your tax liabilities while maintaining compliance. We analyse income, investments, and business activities to identify savings opportunities. Services include advice on allowances, reliefs, and tax-efficient investment vehicles.
Wealth Management
Wealth management services integrate financial planning, investment management, and risk mitigation to preserve and grow your assets. We address estate planning, insurance needs, and intergenerational wealth transfer. Our holistic approach ensures all aspects of your financial life are coordinated.
Questions
What services does Taylormade Financial Planning offer?
We provide financial planning, investment management, mortgage advice, tax planning, and wealth management services for individuals and entrepreneurs.
Are you regulated by any financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under number 535867.
How do you charge for your services?
We typically charge a fixed fee for advice and recommendations, with details provided based on your specific circumstances.
Do you offer a free initial consultation?
We offer an initial consultation to discuss your needs and determine how we can assist you with your financial goals.
What areas do you serve?
We operate from offices in Surrey and Hampshire, serving clients across both counties with local expertise.
How often are financial plans reviewed?
We recommend regular reviews to ensure your plan adapts to life changes, typically annually or when significant events occur.
