We are proud that over 90% of our business is generated from referrals from existing clients ...
Tallow Financial Planning offer a variety of whole-of-market financial services ...
We only provide independent impartial advice and have no ties to any third party providers ...

Tallow Financial Planning Ltd.

“We are committed to providing a first-class service from highly qualified individuals.”

Tallow Financial Planning is a whole of market financial advice firm based in Bishop Auckland, County Durham. Many of our clients have received advice from us for over 20 years.

When you are going to share personal information about your finances, life, and relationships, trusting the people you work with is especially important. Our clients are our number one priority and we are committed to providing an excellent service from highly qualified and experienced individuals.

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Advice Changes the Game

Financial Planning Services

Helping to secure your financial freedom

How We Work

“20 years of extensive industry experience”

We only provide independent impartial advice and have no ties to any investment, insurance or platform providers, which means that we are able to provide a highly personalised service that is built around every individual and business we work with.

We have over 20 years of extensive industry experience as financial advisers and managing a business. We have worked together as a team long enough to have a highly effective tried-and-tested way of working with, and advising, clients.

Client Journey

A brief overview of how we work


Getting to know you

Initially, we will complete a confidential client fact find and risk-profiling questionnaire to establish your current financial position.



We will use our expertise, providers’ contacts, and leading industry software systems to find the most suitable financial products.



We will present all our recommendations simply and clearly and give you plenty of opportunity to ask any questions you may have.



Our experienced support team will make sure all documents are processed and sent to the providers in a timely manner.