Tailored Financial Planning - Saint Helens

Tailored Financial Planning

Address: 99-101 Corporation St, Saint Helens WA10 1SX, United Kingdom.

Phone: 1744757648

Website: tailoredfp.co.uk

Especialidades

Financial planner.

Otras características

Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.

Opiniones

This company has 9 reviews on Google My Business.

The average opinion is 5/5.

Características clave

Personalizado, profesional, amable, accesibilidad, recomendado.

Qué ofrece

Planificación financiera personalizada, asesoramiento sobre pensión y otras preocupaciones financieras.

El equipo está liderado por Tommy y Paula, quienes ofrecen un servicio excelente y personalizado.

Por qué elegir a Tailored Financial Planning

La empresa ofrece un ambiente amable y profesional, con explicaciones detalladas sobre todas las opciones financieras.

Los clientes están satisfechos con el servicio y lo recomiendan a otros.

Qué dicen los clientes

Los clientes elogian la amabilidad y profesionalismo del equipo, así como la explicación detallada de las opciones financieras.

Una de las opiniones destacadas es: "On taking retirement I needed expert financial advice with regards to pensions and all other financial concerns. I was recommended to see Tommy at Tailored Financial Planning by a close friend. The advice I received was presented in a truly professional manner and absolutely everything is fully explained, in what can only be described as an extremely friendly atmosphere. I thank Tommy, Paula and the entire team at Tailored Financial Planning, and wouldn't hesitate to recommend the services that they provide to anyone needing financial advice. Excellent service"

👍 Reviews of Tailored Financial Planning

john B.

5/5

On taking retirement I needed expert financial advice with regards to pensions and all other financial concerns. I was recommended to see Tommy at Tailored Financial Planning by a close friend.
The advice I received was presented in a truly professional manner and absolutely everything is fully explained , in what can only be described as an extremely friendly atmosphere.
I thank Tommy , Paula and the entire team at Tailored Financial Planning , and wouldn't hesitate to recommend the services that they provide to anyone needing financial advice.
Excellent service!!

Andrew W.

5/5

I have dealt with TFP for many years. Going back 15 years, I have some pension binds with Barclays that were doing nothing. I was paying money and the value was not increasing. Since TFP took them over they have grown ten times in value. It's no brainer, go to TFP.

John C.

5/5

I have been a client of Tailored Financial Planning for many years and the advice I have received has always been to my advantage.
I can't rate them more highly.
John Cain all

Lynne E.

5/5

Paula , Tom and Stuart have helped me and my partner through alot of financial decisions. Excellent care and attention.

david S.

5/5

I have dealt with most of the team and I can say that they are all very professional and helpful. I would Highley recommend them.

Anthony M.

5/5

Have been with TFP for a number of years and have always received excellent service

Les L.

5/5

Very helpful and friendly business and I'm very pleased with my pension plan

Kevin R.

5/5

Down to earth good advice with a personal touch.makes you feel at ease and explains all the financial jargon in your language.