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Tailored Financial Planning Ltd / Complete Mortgages logo logo
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Tailored Financial Planning Ltd / Complete Mortgages

Wirral, St. Helens, Merseyside & Liverpool

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5/5

3 customer reviews

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17 December 2018

Like everyone else, we thought we would always have money and spent as we had always done. As we got older and retired the income was a lot lower and savings started to dwindle. Fortunately we had been looking around for a good finance company and some friends introduced us to Tailored Financial Planning. I didn’t really want to pay for someone to tell me where and what to do with our money, but I am so glad we investigated into it now. We are not rich but we are not broke. If we had done nothing about our finances we certainly would be on a downward slope. We have a lot to thank this company for as they ‘tailored’ knew what was right for us and not simply a run of the mill insurance. They are a very welcoming company and know exactly which is the best thing for your circumstances. I have no hesitation in passing this company name on to anyone needing financial guidance. All the worry has been taken from us and Tailored just gets on with it. Thanks Tailored!! More...

Reviewed on Yell

14 December 2018

Tailored Financial Planning Ltd secured an excellent mortgage & life product for myself. The whole thing was made simple by the efficiency of the advisor and staff. I am very happy with the service provided and would highly recommend this firm. I wouldn't hesitate to use their services again in the future. More...

Reviewed on Yell

25 July 2018

When I got made redundant I needed help. Everything about pensions was explained in layman terms. It was seamless service from start to finish to find the best pension for my needs . Thank you

Reviewed on Facebook