Tailored Financial Planning Ltd

Tailored Financial Planning Ltd is a financial advisory firm that provides independent advice on investments, pensions, mortgages, and protection. Their team of advisers offers solutions to assist clients with their financial needs.
  • Pensions
  • Mortgages
  • Protection
  • Investments
  • Wills & Probate
  • Funeral Planning
  • Inheritance Tax Planning
Size
Small
Phone
N/A
Website
tailoredfp.co.uk
Email
N/A
Locations
99-101 Corporation St, WA10 1SX
01744757648
9:00 - 17:00
Digital Popularity
Popularity over time
Social Media
Competitors
Jacksons
Jacksons is an independent firm of Chartered Financial Planners dedicated to helping clients achieve their financial goals through meaningful financial planning.
Company Details
Tailored Financial Planning Ltd is operated by Tailored Financial Planning Ltd and is a Active company incorporated on 28 July 2015 with the registered office located in St. Helens, Merseyside. Tailored Financial Planning Ltd was registered 10 years ago.
Status
Active
Size
Micro
Directors
4
Age
10 years old
Employees
7
Turnover
Unreported
Total Assets
£223.88K
Cash in Bank
£190.19K
Total Liabilities
-£36.41K
Mr Thomas James Frodsham
Director • PSC • British • Lives in UK • Born in Jan 1961
Mrs Paula Suzanne Payne
Director • Secretary • PSC • British • Lives in England • Born in Apr 1971
Christopher Frodsham
Director • British • Lives in UK • Born in Apr 1988
Mr Christopher Frodsham
PSC • British • Lives in UK • Born in Apr 1988
More information on Tailored Financial Planning Ltd
Teams
All
4
Finance
2
Management
2
Laura Macqueen
Office Manager • Joined Aug 2021
Gemma Brown
Head Of Customer Relations • Joined Sep 2016
Paula Payne Dippfs
Financial Advisor • Joined Jan 2020
Daniel Martin
Estate Planner
Paula Payne Dippfs
Financial Advisor • Joined Jan 2020
Daniel Martin
Estate Planner
Laura Macqueen
Office Manager • Joined Aug 2021
Gemma Brown
Head Of Customer Relations • Joined Sep 2016