your financial planning experts

our services

At Taylored Advice Group we take time to understand your financial objectives and provide you with solutions to help you meet them. Whether you are buying your first home, planning for retirement, or selling your business, we care about our Clients and ensure we deliver excellent service and advice – which is why our Clients return to us time after time.

Mortgages

Buying your home is the biggest purchase you are ever likely to make and, with so many companies offering so many mortgage deals, choosing the right one for you can be difficult.

Whether you are trying to get on the ‘housing ladder’, moving home or looking to extract equity from your home, we can help you to get it right.

Your home maybe repossessed if you do not keep up repayments on your mortgage

Protection

We have helped many clients come through the problems that life can throw at them, from serious injury to critical illness and early death.

We offer an extensive range of products and can advise you on what combination of Life Assurance, Critical Illness Cover and/or Income Protection will best deliver you and your family peace of mind.

Protection plans typically have no cash in value.

Investments

Whether you are looking for income, capital growth or a combination of both; trying to get the most from your savings and investments can be a daunting task.

We help you to make the right choices taking into consideration all aspects, including minimising tax implications and finding the appropriate level of risk versus reward for you.

Your capital is at risk.

Pensions

We understand the importance of having a varied approach to your financial planning for retirement because each individual’s circumstances are different. Whether you are self-employed or employed, our expert Pension Advisers can help you take full advantage of the tax incentives for pension savings and ensure that you start planning for the retirement you always dreamed of now.

A pension is a not normally accessible until age 55 (57 from 2028). Your capital is at risk.