Tailored Solutions
16 Thorpe Road
Norwich
Norfolk
NR1 1RY
01603 221160

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Welcome


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 remunerated for our advice and services. This can be by way of commission or fees, or a mixture of the two.

We are able to help you in the following areas;

  • Investment Planning – Portfolio construction and review, offshore investments, ISAs and Trusts
  • Retirement Planning – Stakeholder Schemes, Personal Pensions, Group Schemes
  • Protection Planning – Life, Critical Illness, Income & Business
  • Mortgages – We have the latest technology to find the right deal for you from the whole market
  • Inheritance Tax Planning – Calculating your liability and offering a solution to solve the problem
  • Funding for Educational Expenses – Flexible Planning for both school fees and university costs
  • Long Term Care Planning – Future Care and Immediate Care timely provision for assistance when you cant manage by yourself

Please take a look at the rest of our website which provides further information on all these areas of advice as well as general information which we hope will be both useful and informative.



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Thank you very much for finding us a suitable mortgage. We are now the proud owners of our house ... (more)
 

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