Making the most of your money.
Planning with your goals at the forefront
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
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Samantha Newman
Director & Financial Advisor
Samantha is the founder of Tailored Mortgage Solutions Ltd subsequently creating Financial Planning Solutions following it's success. She started in the financial services industry in 2004, specialising in general insurance and mortgage protection.
Since 2024, Samantha has built a strong foundation of longstanding clients largely based on referrals. This is a testament to her reputation for providing high-quality professional advice.
Samantha has a wealth of knowledge and experience in mortgage protection, pensions, and investments. Due to the demand from her existing bank of clients, she has created Tailored Financial Planning Solutions Ltd.
"My aim at Tailored Financial Planning Solutions is to help you make the most of your money by tailoring the right solution for you and your family's needs. Whether you are looking for the best pension options, seeking to invest, or simply planning for the future, you are in the best hands."
Who are we​
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We have years of experience helping individuals and businesses with their financial planning. Our goal is to safeguard the financial well-being of families and assist in achieving long-term financial objectives. We are dedicated to providing personalized financial advice tailored to each individual's specific circumstances.
Tailored Financial Planning Solutions provides expert pension, investment & wealth management advice. Tailored Financial Planning Solutions is a trading name of Tailored Financial Mortgage Solutions Ltd and Tailored Financial Planning Solutions is the name under which we carry out these services.
Tailored Financial Planning Solutions is not a business in it’s own right, it is part of Tailored Financial Mortgage Solutions Ltd, which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited.
The Openwork Partnership is one of the UK’s largest Financial Advice networks, with over 4,500 advisers and in excess of 700 appointed representatives based throughout the UK.
Our objective is to establish enduring relationships with all our clients, assisting them in planning their finances to meet their specific needs. Financial planning is more than just about money; it is about the life you lead, the decisions you make, and the trust you place in others. You can rely on us to help you create the financial future you have always envisioned.
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Our approach
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We will assist you in navigating life's changes with personalised financial advice, empowering you to make well-informed decisions and providing you with peace of mind.