


Tailored Financial Planning Solutions
Financial Services • Deal, England, United Kingdom • 1-10 Employees
Company overview
| Headquarters | Solanum Felderland Lane, Deal, Kent CT14 0BX, GB |
| Phone number | +447841029076 |
| Websites | |
| NAICS | 52 |
| Keywords | Investments, Pensions, Wealth |
| Founded | 2023 |
| Employees | 1-10 |
Key Contact at Tailored Financial Planning Solutions
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.
Tailored Financial Planning Solutions revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Tailored Financial Planning Solutions has never raised funding before.
Frequently asked questions
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