Description
Welcome to Tailored Solutions Independent Financial Advisers and our website.
As
Independent Financial Advisers we aim to put you in an informed and
improved position. We provide our clients with a comprehensive range of
services designed to meet their individual needs.
Being Independent means that we have no allegiance to any life or pension provider, mortgage lender or fund manager.
We
take a strategic approach to our client's individual circumstances. As
our name suggests, we offer a solution tailored to your specific needs.
Before we make any recommendations we will:
- Examine your current financial provision
- Discuss your financial objectives
- Review your existing arrangements
- Identify areas of need
We
offer our clients a choice in how we are renumerated for our advice and
services. This can be by way of commission or fees, or a mixture of the
two. Tailored Solutions are Independent Financial Advisers, and as such we
can offer you an unbiased financial and mortgage advice from the
marketplace available to independent financial advisers
Based in Norwich we are able to provide consultations in the comfort of your own home, place of work or at our offices.
The majority of our clients reside in East Anglia however we do have a
large number of clients further afield, particularly in London. Using
technology we can provide services throughout the whole of the UK.
Established in 2001 and with over 150 years experience in financial
services as a company we can provide a flexible, comprehensive and
professional service.
All of our advisers hold the Certificate in Financial Planning
(Cert PFS) with many working towards or already attained the Diploma in
Financial Planning (Dip PFS). We also actively encourage our office
support staff to study towards these exams.
Whether you are looking for advice in a specific area or a
full financial review you can be confident that we are in an excellent
position to help you. |