About us

We are a family firm of Independent Financial Advice with over 50 years combined experience, who provide financial planning services to individuals and businesses. Unlike many Independent Financial Advisers we are not part of a network. Tailored Financial Advice Ltd is directly authorised and regulated by the Financial Conduct Authority where we can offer Independent and unbiased advice.

Independent financial advice is not just selecting the most suitable investment or product, but by specifically tailoring to your needs, taking into account your current situation and a range of other issues including managing your savings, investments & pension requirements, tax and estate planning, protecting your personal insurance protection. Our aim is to create Financial Plan based on your financial needs and goals, and regularly review to ensure it matches your financial requirements.

Our friendly and personal service we offer can be either at our office or at your home. The initial consultation is free and without obligation.

Here to help

Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.

We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.

Want to know more?

Call us for a friendly chat on 01792 774864
Phil Evans: 07472 332733 / Norman Evans: 07472 401710
email: click here