TS Financial Planning

TS Financial Planning

We are a well respected financial services firm based in Norwich, offering bespoke advice to individ

28/09/2022

Congratulations to Stu for your recent success at the Bawburgh Golf Club Summer Pairs Knockout…combined winners age 121 versus 37! 🏆🎉

28/01/2022

Congratulations to the soon to be Mr & Mrs Elkin! 💍🥂

Photos from TS Financial Planning's post 11/01/2022

A fantastic year had by all at Tailored Solutions, finished off by the Christmas gift deliveries from 'The Tailored Solutions Elves'!

Here's to a great 2022! 🎉🎉

08/11/2021

Join us for a special webcast, where climate change leaders will cover everything from policy-forming and scientific innovation, to sustainable business and the power of responsible investing.

Register here: https://virtualevents.sjp.co.uk/register?cpak=7893951439588532&referrer=917218w&dm_i=5823,FJFM,49K63P,1SFN4,1

The value of an investment with St. James's Place may fall as well as rise. You may get back less than the amount invested.

Tailored Solutions Wealth Management is an appointed representative of and represents only St. James's Place Wealth Management Plc, who are authorised and regulated by the Financial Conduct Authority.

50k The TS way! 18/10/2021

We are just over the halfway point of our SJP 50k Your Way challenge!

Iain is in the lead with 74km ran, with Ben and Stu not too far behind completing 52km & 44km respectively.

All donations are greatly appreciated and will go a long way towards helping the St. James's Place Charitable Foundation and Hope and Homes for Children.

https://www.justgiving.com/team/TSWM

50k The TS way!

50k The TS way! 01/10/2021

We've accepted the 50k Your Way challenge! This means we'll be pushing ourselves to cover at least 50 kilometres during October.

But we need your help to make every kilometre count! All the money we can raise through sponsorship will support the charity, Hope and Homes for Children. Orphanages don't protect children, they harm them, so Hope and Homes for Children work across the globe to keep children out of institutions and in loving families, where they belong.

If we can raise just £258 with your help, together we'd cover the cost of tracing the birth families of six children currently confined to orphanages. This is the first major step in reuniting these children with the people who love them. Please join me in consigning orphanages to history in our lifetime.

Thank you.

50k The TS way!

Understanding inflation 21/07/2021

As prices creep up after COVID-19 lockdowns, how should investors think about it?

Understanding inflation Governments and central banks want a certain level of inflation to help the economy grow. If prices are gradually increasing, it encourages people to spend now rather than later, to avoid future pr...

08/07/2021

It's Stuart's 60th Birthday on Sunday!! We had a surprise party yesterday and we all dressed up as different 'versions of Stu'. 🎂🎉🎈

Can you guess everyone's outfit?

25/06/2021

More Exam Success!! This Time It's Natasha, Only 1 More to Go! 🎉🎉

Why do your emotions around investing change when you retire? 18/06/2021

Why do your emotions around investing change when you retire?

Why do your emotions around investing change when you retire? Investing in retirement carries a unique set of risks, which heightens the importance of taking the right amount of risk to reflect your individual goals and circumstances.These risks carry a set o...

11/06/2021

A little celebration in the office this morning to congratulate Ben on passing his 2nd exam yesterday!! 🎉

Women and the ‘flexibility penalty’ 08/06/2021

Could flexible working be good for your lifestyle but bad for your finances? This was almost certainly true in the past, but is it still the case? Here’s what you need to know:

Women and the ‘flexibility penalty’ In many ways, flexible or part-time working has been a godsend for many women. It can help us juggle childcare and other caring commitments, while for those of us with our own health problems, it can provide a bit of extra ‘give’ in our schedules.

Photos from TS Financial Planning's post 28/05/2021

Last week Natasha's daughter, Issy, had her 1st post lock-down haircut and donated it to The Little Princess Trust. 👑⭐👏

Give your ISA the best chance of success 25/05/2021

Rather than waiting until the end of the tax year, it makes sense to use your ISA allowance as soon as you can – here’s why:

Give your ISA the best chance of success Stocks & Shares ISAs are a great way of helping your money to grow, as all the profits they earn are tax free. What’s more, because investing is a long-term game, the earlier in the tax year you put your money into an ISA, the better its chance of producing a strong return over time.

How investing responsibly supports long-term returns 20/05/2021

The old myth that investors need to sacrifice some returns if they want to consider environmental, social, and governance (ESG) factors in their investment strategy has rapidly gone out of fashion. There’s now plenty of evidence that shows how a company approaches these issues plays a significant role in long-term performance.

Read more below:

How investing responsibly supports long-term returns Having your cake and eating it too?While all of this theoretically means that investing in line with ESG principles should lead to better returns, does this bear out in reality? An increasing amoun...

14/05/2021

It's cake Friday again!!! Lemon drizzle cake and cheese scones this week.

What's the fastest food in the world...

Meringue 🤭

07/05/2021

Happy Birthday Marti! Delicious coffee & walnut cake made by Natasha. 🎂🎉

04/05/2021

How do you invest to turn your goals into reality? Investing for your journey involves taking the long-term view.

Earth Day 2021: investing for good as well as growth 23/04/2021

We all must make a choice regarding whether we want to be on the right or wrong side of climate history.

Read more here:

Earth Day 2021: investing for good as well as growth Making it personalOne of the main aims of Earth Day is to help people take action and find a way to make a difference. This year it takes place against the backdrop of a global pandemic that has fo...

16/04/2021

It's Friday again and the end of the first week back in the office since before Christmas! To help us get back into the routine of getting up just that little bit earlier we decided to treat ourselves to a new coffee machine! ☕

Should you start a pension for your child 08/04/2021

Investing in a child’s future could set them up for more than just a wealthier retirement.

Read more here:

Should you start a pension for your child Speak to your St. James's Place Partner to determine which option is best for you and your family.The value of an investment with St. James's Place will be directly linked to the performance of the...

29/03/2021

Why choose a stocks and shares ISA?

16/03/2021

A Junior ISA could be one of the ways to save for your children’s future.

11/03/2021

ISAs v Pensions, which option is best?

09/03/2021

Welcome to our page. We aim to post regular content ranging from financial education to learning more about the team at Tailored Solutions. Oh, and maybe the odd picture of our pets!

To kick things off, meet our directors Stuart and Jane. Stuart joined this morning’s Zoom meeting in a very good mood as Norwich impressively won their 7th consecutive league game in a row this weekend! ⚽️🔰

Find out more about who we are here: www.tailoredsolutionswm.co.uk/about

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Videos (show all)

How do you invest to turn your goals into reality? Investing for your journey involves taking the long-term view.
Why choose a stocks and shares ISA?
A Junior ISA could be one of the ways to save for your children’s future.
ISAs v Pensions, which option is best?

Telephone

Address


16 Thorpe Road
Norwich
NR11RY

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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