Tailored Solutions Wealth Management Ltd

Iain recently helped me to arrange a private pension. I needed some advice on what to do, and he was patient, knowledgeable and generally interested in my requirements. The resulting pension gives me a tailored balance of risk appropriate to my situation and outlook, and gives me great visibili... Iain has looked after my pension fund for a couple of years now and has always been friendly, prompt and efficient in his dealings, keeping me informed of everything that is going on. I would therefore recommend him both for his personable approach and the quality of service provided. I’ve learnt a lot about pensions over the last 6 months, good and bad. How the stock market can perform so well one week, and crash the next. Realising losses are on paper and not to panic. But the most important lesson I’ve learnt: If you find yourself a good financial adviser you can just sit... Stuart and the team at Tailored Solutions have been invaluable in providing financial advice and support to not only ourselves but both my father and step father. Their service has been responsive and efficient but more importantly Stuart has always made sure that we have understood the extensi... We have utilised the financial planning advice provided by Iain Tibbitt since 2006. He has provided us with excellent advice and guidance for mortgage and personal finance planning. The returns on our personal finance investment portfolio have been excellent using a low risk strategy. Iain comm... I would just like to thank you for your great support over the last years. You have restored my faith in financial advisers with your advice on pension plans and also guidance on where to invest. I think it’s fair to say all of your advised choices have worked very well and have significantly g... We would like to thank you personally for the financial advice you have given to both me and MT Communications over the past couple of years. I personally had a couple of private pensions doing absolutely nothing, linked to the wrong funds and going nowhere. Thanks to Stuart, both have transfer... Iain recently helped me to arrange a private pension. I needed some advice on what to do, and he was patient, knowledgeable and generally interested in my requirements. The resulting pension gives me a tailored balance of risk appropriate to my situation and outlook, and gives me great visibili... Iain has looked after my pension fund for a couple of years now and has always been friendly, prompt and efficient in his dealings, keeping me informed of everything that is going on. I would therefore recommend him both for his personable approach and the quality of service provided. I’ve learnt a lot about pensions over the last 6 months, good and bad. How the stock market can perform so well one week, and crash the next. Realising losses are on paper and not to panic. But the most important lesson I’ve learnt: If you find yourself a good financial adviser you can just sit... Stuart and the team at Tailored Solutions have been invaluable in providing financial advice and support to not only ourselves but both my father and step father. Their service has been responsive and efficient but more importantly Stuart has always made sure that we have understood the extensi... We have utilised the financial planning advice provided by Iain Tibbitt since 2006. He has provided us with excellent advice and guidance for mortgage and personal finance planning. The returns on our personal finance investment portfolio have been excellent using a low risk strategy. Iain comm... I would just like to thank you for your great support over the last years. You have restored my faith in financial advisers with your advice on pension plans and also guidance on where to invest. I think it’s fair to say all of your advised choices have worked very well and have significantly g... We would like to thank you personally for the financial advice you have given to both me and MT Communications over the past couple of years. I personally had a couple of private pensions doing absolutely nothing, linked to the wrong funds and going nowhere. Thanks to Stuart, both have transfer... Iain recently helped me to arrange a private pension. I needed some advice on what to do, and he was patient, knowledgeable and generally interested in my requirements. The resulting pension gives me a tailored balance of risk appropriate to my situation and outlook, and gives me great visibili... The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives. -

Richard “The Elk” Elkin
5 Star
Wonderful, helpful, trustworthy people. The lady who answers the phone is superb.
Sunday 10th April 2022

Tony Fitchett
5 Star
Retirement seems a long way off, but with Government pensions so up in the air and constant worries about the future I thought it was important to get proper advice. So I spoke to the people at Tailored. They were able to give me expert pension advice that was easy to understand and thoroughly reassuring. I'd highly recommend Tailored's pension advisors to anyone considering their pension and retirement options.
Thursday 22nd November 2012