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Company details
Written by the company
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.
Contact info
37 Francis Road, Morriston, Swansea, SA6 7DY, Swansea, United Kingdom
- 07472332733
- N.p.evans@aol.co.uk
- tailoredfinancialadvice.co.uk
No recent history of asking for reviews
This company hasn't invited customers recently, so reviews may not be representative
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Eric Mock
Totally agree with Judith O'Malley's comments.
My wife and I have used this company over many years. Both Norman and Philip are always helpful and constructive and advice is given honestly even when it is against their own financial interest. We would never go anywhere else for assistance on financial matters.
I can’t recommend this company highly…
I can’t recommend this company highly enough. I would never use anyone else. They are friendly supportive trustworthy and non judgemental. They always go the extra mile for you. I felt listened to and valued as a customer.
They are excellent with communication and and kept me up to date with everything, they have a can do attitude and nothing is too much to ask. My experience was dealt with in a professional and timely manner. Excellent service.
THANK YOU!
Cannot recommend or thank Tailored Financial Advice enough! Made a normally tedious process of applying for a mortgage much easier and quicker - whilst also responding urgently to the huge market changes of recent times!
I have dealt with Tailored Financial…Tailored by name and a bespoke service at all times
I have dealt with Tailored Financial Advice for several years. Initially finding me the best deals on my mortgages. Usually off the high st, always beating anything I could access myself. In the last 4 yrs they have helped me with my private pension after my company scheme stopped. The periodic updates and forecasts has made sure my money is best placed in a time of uncertainty. More recently I recommended my sister use them to find a mortgage as she was unable to get one from main lenders. To say they went above and beyond is the only way to describe the service. My sister was guided through the process. This locally based firm have years of knowledge and easily contacted.
I can thoroughly recommend Tailored…
I can thoroughly recommend Tailored Financial Advice
Phil and Norman have helped me restructure my pension and Finances.
No Hard sell just honest independent advice.
Do not hesitate to arrange an appointment
Continuing Customer
Carl
Excellent service, highly recommended. Will definitely use again.
I've used Phil twice for a mortgage over the last few years. He has gone above and beyond to find me the right mortgage and helping us get our dream home. Excellent knowledge and explained everything really clearly. Phil also sorted out our life insurance at a great price and excellent cover. Would recommend these guys to anyone, will definitely be using for my re-mortgage.
Couldn’t thank Tailored Financial…
Couldn’t thank Tailored Financial Advice enough - Norman went above and beyond to find the right mortgage and was extremely helpful throughout the entire process. Highly recommend.
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