Who We Are

“Our clients are our number one priority”

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 a first-class service from highly qualified individuals.

Our Team

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Dave Clark Tallow Financial Planning

Mortgage & Protection Adviser

Dave Clark has worked in financial services for over 25 years. Working with various organisations over the years, he has gained a large amount of experience

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Callum Clark Tallow Financial Planning

Trainee Financial Adviser

Callum began working for Tallow Financial Planning in September 2019 as a trainee paraplanner, after completing his A levels at Carmel College in Darlington.

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Linton Henfrey Tallow Financial Planning

Linton has worked in financial services for over 30 years at various organisations where he has gained a wealth of experience in retirement and investment advice.

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``A highly personalised service that is built around every client``

We are extremely proud that over 90% of our business is generated from referrals from existing clients and professional contacts. We only provide independent, impartial advice and have no ties to any investment, insurance, or platform provider, which means that we are able to provide a highly personalised service that is built around every individual and business we work with.

We are able to offer a no-cost initial meeting at our office, at your home or at your place of work without obligation.

Our Company Values

Strong company values are at the core of every successful business and are the reason we have had so many long and close client relationships.

We are authorised and regulated by the Financial Conduct Authority with many years of experience giving advice to individuals and businesses. We are a business with all the credentials to provide the very best planning for your future.

In an industry where the goalposts are continually moving, we welcome you to a firm with real principles, and a firm that’s here to stay.

Retail Investment Advisers in the UK are required by the Financial Conduct Authority (FCA) to hold an active Statement of Professional Standing (SPS). This confirms an adviser:

  • Has adhered to a code of ethical standards
  • Holds the required qualifications for the activities they undertake
  • Has completed appropriate CPD and complied with APER (Statements of Principle and Code of Practice for Approved Persons)

We are from Yorkshire; this means we will always give you honest opinions and with clear and straight answers.

Our Services

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