HOW WE WORK

Tallow Financial Planning only provide independent impartial advice.

We 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.

HOW WE GET PAID

We are committed to providing you with a fair and transparent charging structure. We will always explain the advice and product charges in advance of any work commencing.

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YOUR JOURNEY STARTS HERE

We will provide a highly personalised service that is built around every individual and business we work with. This is our process.

01

WE START BY GETTING TO KNOW YOU OR YOUR BUSINESS

Our work begins with getting to know you, your current circumstances, or your business if you are a commercial client.

This process starts with spending time with you and asking lots of questions. We will also complete a confidential client fact find and risk-profiling questionnaire which will help us establish your current financial position and your goals and objectives for the future. Knowing our client well is crucial for us to offer the best advice.

02

RESEARCH

We will use our expertise, providers’ contacts, and leading industry software systems to find the best financial products to enable you to reach your goals and objectives.

All our recommendations are always independent and impartial, which means any product solutions we recommend are thoroughly researched and selected from the whole of the marketplace.

03

RECOMMENDATIONS

Our recommendations will take into account all we know about you, your circumstances, and your finances, as well as the findings of our research, into sourcing the very best products available in the marketplace.

We will present all our recommendations simply and clearly and give you plenty of opportunity to ask any questions you may have. We will also provide you with a full breakdown of all the costs and charges you will incur if you proceed to act on our advice.

04

IMPLEMENTATION

If you decide to act on our recommendations, our experienced support team are here to help you complete any paperwork. We will make sure all the right boxes are ticked and documents signed and sent to the providers in a timely manner.

We are able to offer various types of ongoing advice, if deemed appropriate. We are able to provide regular face-to-face ongoing advice to assist you with your financial planning requirements, to ensure your plans are on target to meet your objectives and goals.