Taylor Made Financial Planning LLP ✓ Claimed

About

At TMFP we pride ourselves on using the latest technology and innovations to ensure that our clients meet their financial goals and have a bright financial future. Our caring, well established team of IFA’s, get to the heart of each and every clients financial circumstances allowing us to deliver impartial advice that offers the best financial outcome.

Our IFA’s believe in ongoing professional development, so that they can offer their clients the most up to date advice. We like our clients to feel confident and reassured that their finances are under the very best care.
Our ongoing client relationships are intricate and benefit from regular reporting, ongoing financial reviews and most importantly fast and efficient access to the their advisor and their money

TMFP are committed to delivering our promises which are:
1. Providing our clients with a written service agreement
2. Keeping our focus on your finances
3. Empowering you to make considered decisions
4. Keeping you informed

Services

Our aim at TMFP is to look at your financial circumstances holistically. Once we have ascertained your financial goals both in the short and long term we can arrange and safeguard your finances as efficiently as possible. We act with the utmost integrity, in a confidential and impartial manner. We offer both comprehensive planning and adhoc advice to a diverse range of clients.

Our head office is based in Surrey, but we work with clients throughout the UK.

Products

We have extensive knowledge in the following areas:

• Pensions and retirement planning
• Investments
• Life Assurance
• Health Protection
• Offshore Planning
• Mortgages and estate Planning
• Tax Mitigation
• Charitable Trusts

Staff & Management

Adrian Taylor - Partner
Adrian has been working in the Financial Services Industry for 25 years as an advisor for Banks, Life Insurance companies and portfolio planning firms as a manager and principal of his own organisations.

Annette Hender - Partner
Has been hailed as one of the rising stars in the financial services profession. She has won Aviva’s Financial Academy Award for Investment principles, markets and environment and is one of the leading young female IFA’s in the UK.
Annette has fifteen years experience in the financial service industry, she believes in a holistic approach to financial planning.

Pamela Murphy - Partner
has nearly thirty years experience in the financial services industry. Pamela has worked for some of the largest financial institutions in the world and latterly spent five years as Vice President of Trading at Merrill Lynch. Her experience as an institutional trader gives Pamela an exceptional knowledge base in financial planning and investment management.

Clients

TMFP are proud to look after Englands finest rugby players, The Harlequins

Memberships & Accreditations

FSA

Customer Reviews