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.
Every client is different and it’s a privilege to know them and listening to their life stories, I have learned lots from them over the years, it is one of the best parts of being an adviser.
Callum brings over six years of experience in financial services, beginning with his apprenticeship with the New Model Business Academy in 2019.
Here at Tallow Financial Planning 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.
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:
We are from Yorkshire; this means we will always give you honest opinions and with clear and straight answers.