Tailored Financial Planning Ltd

09/06/2026

Is anyone else amazed we're half way through the year already? Where have those first 6 months of 2026 gone?

At this half-way point it's good to check in on your 2026 financial goals.

💼 Remember, life changes, and so should your financial plan.

📖 Check out our blog for expert insights and to help you stay on top of your finances: What’s on your financial to-do list for 2026? https://shorturl.at/0Cqd5

04/06/2026

🤝 Why Choose Tailored Financial Planning? 🤝

Our clients say it best:

✔️ “They listened to my needs and delivered exactly what I wanted.”
✔️ “The team is knowledgeable, friendly, and professional.”
✔️ “Thank you for your prompt and professional service throughout my recent remortgage process.”

💬 See why so many people trust us with their financial future.
👉 Read more of our testimonials here: https://www.tailoredfp.co.uk/testimonials/

03/06/2026

🏖️ Will your pension give you beach walks and travel adventures…or just the basics?
Our Lifestyle Planner tool helps you map your pension against your dream lifestyle — so you can see if you’re on track, or if adjustments are needed.
It only takes a few minutes to explore, but the insights could change the way you think about your future.

👉 Try it here: https://www.tailoredfp.co.uk/what-we-do/pensions/
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01/06/2026

You don’t need to have everything perfectly organised before speaking to a financial adviser.

Sometimes the best conversations start with:

“I just want to make sure I’m on track.”

With the new tax year now underway, it could be a good time to review your plans, make a few sensible adjustments, and feel more confident about the future.

Our latest blog shares some simple places to start.

Read it here: https://shorturl.at/ID2WT

29/05/2026

Almost at their goal! 🏃‍♀️💪

A huge thank you and the very best of luck to Maddy and Ben from Tailored Financial Planning Ltd as they take on the Manchester Half Marathon this Sunday in support of Willowbrook Hospice! 🏃‍♀️🏃‍♂️

We are incredibly grateful for their dedication, generosity, and ongoing commitment to helping local patients and families cared for by Willowbrook Hospice.

Not only are they taking on these amazing challenges to raise vital funds, but Tailored Financial Planning are also valued sponsors of our Memory Tree campaign - support that means so much to our hospice and the families we care for.

Partnerships like this truly make a difference and help us continue providing compassionate care and support when it’s needed most. We simply couldn’t do it without supporters like them.

We’ll be cheering you all on every step of the way and wish you the very best of luck for race day! 🙌

If you would like to support their fundraising efforts and help make a difference, please consider sponsoring them: https://ajbellgreatmanchesterrun2026.enthuse.com/pf/daniel-martin

Every donation, big or small, will help support the vital care we provide. 💙💚

29/05/2026

It's finally here… 👟💙

Maddy and Dan take on their half marathon THIS weekend, raising money for Willowbrook Hospice - a charity that means a lot to all of us at Tailored Financial Planning.

The training is done, the countdown is on, and we’re all cheering them on as they get ready for race day.

Good luck both - you’ve got this 🙌

Remember, if you'd like to donate you can do so here: https://ajbellgreatmanchesterrun2026.enthuse.com/pf/daniel-martin

27/05/2026

Get to know Paula, Director and Financial Adviser at Tailored Financial Planning.

In our “10 Minutes with Paula” blog, Paula shares a little more about her journey into financial advice, what she’s most proud of, and why building long-term relationships with clients has always been at the heart of what she does.

For Paula, good financial advice isn’t about jargon or one-size-fits-all solutions. It’s about helping people feel clearer, more confident, and more in control of their future.

She also talks about the importance of keeping that close-knit, family-run feel that so many clients value.

Read the full blog here: https://www.tailoredfp.co.uk/tfp-news/10-minutes-with-paula-payne-director-financial-advisor/

25/05/2026

Did you know that from April 2027, unused pension pots could become part of your estate for Inheritance Tax purposes?

For many families, this could mean a rethink of long-term planning, especially where pensions have been used as a way to pass on wealth tax-efficiently.

The good news? There is still time to understand the changes and review your options.

In our latest blog, we break down what the new rules could mean and why early planning is so important.

Read more here: https://shorturl.at/N81Gy

21/05/2026

Are your finances still heading in the right direction?

The start of a new tax year is a good reminder to pause, take stock and make sure your money is working as well as it can for you.

From ISA allowances and pension contributions to emergency savings and protection, our latest blog looks at the simple checks that could make a real difference over time.

Read more here: https://shorturl.at/ID2WT

19/05/2026

Behind every financial plan is a real conversation - and behind every conversation is our lovely team. 👥

At Tailored Financial Planning, we know money can sometimes feel complicated, personal or even a little overwhelming. That’s why we always aim to make financial advice feel straightforward, friendly and genuinely helpful.

Whether you’re planning for retirement, thinking about your family’s future, reviewing your pensions, or simply wondering whether you’re on the right track, we’re here to help you feel more confident about the decisions ahead.

If you’d like a chat with one of the team, we’d be happy to hear from you: https://www.tailoredfp.co.uk/contact-us/ We offer FREE consultations, so book yours today.