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Tailored Financial Planning Solutions

Tailored Financial Planning Solutions

Financial ServicesFlag of GBDeal, England, United Kingdom1-10 Employees

Company overview

HeadquartersSolanum Felderland Lane, Deal, Kent CT14 0BX, GB
Phone number+447841029076
Websites
NAICS52
Keywords
Investments, Pensions, Wealth
Founded2023
Employees1-10

Key Contact at Tailored Financial Planning Solutions

Flag of GB

Samantha Newman

Company Director /Financial Adviser

About Tailored Financial Planning Solutions

Having started in the financial services industry at the age of 18, I specialised in general insurance and mortgage protection. After successfully passing my exams, I started working as a Mortgage and Protection Adviser. Over the past 19 years I have had the pleasure of working as an Estate Agent based Adviser, New-Build specialist, Expat, Commercial and Large Loan specialist. Having been in the industry for so long, I have achieved various awards and built-up an exceptionally loyal client bank which led to the creation of Tailored Mortgage Solutions Ltd in 2016. Following the success of Tailored Mortgage Solutions, Tailored Financial Planning Solutions launched in May 2023 due to client demand. The one stop shop, ensures we understand your individual needs now and in the future, helping you to achieve prosperity for both yourself and your family. We take pride in what we do to ensure you are looked after. We promise to give you full transparency on costs and charges and the peace of mind you really are in safe hands. Tailored Financial Planning Solutions is a trading style of Tailored Mortgage Solutions Limited, which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. Most commercial and Buy to Let mortgages are not regulated by the Financial Conduct Authority. Approved by The Openwork Partnership on 21/03/2025.

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Tailored Financial Planning Solutions revenue & valuation

Annual revenue$85,555
Revenue per employee$86,000
Estimated valuation?$273,776
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Tailored Financial Planning Solutions has never raised funding before.

Frequently asked questions

Tailored Financial Planning Solutions is located in Deal, England, GB.
You can reach Tailored Financial Planning Solutions at +447841029076.
Tailored Financial Planning Solutions was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.
Tailored Financial Planning Solutions has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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