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Pioneering • Professional • Personal

Pioneering • Professional • Personal

About Us

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.

We are extremely proud that over 75% 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.

About Us

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.

We are extremely proud that over 75% 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.

READ OUR FIVE STAR REVIEWS

Linton arranges for a meeting every 12 months where he discusses with me how my pension has performed and whether my preferences with regard to the level of risk I want to invest pension monies. Linton has always travelled to my home on an evening to do this and he listens to what I feel I want before pointing alternatives out to me. While giving these alternatives, he does so without trying to force anything on me.

JC Crook

Linton listens to what you want him to do , he advises you on the best solutions to your investments and acts promptly. I am very happy for Linton to take charge of all of our finances and look upon the solutions long-term. He is a very helpful and very pleasant young man keep up the good work Linton thank you.

KB Bishop Auckland

Linton ensures I am kept up to date with my investments with regular reviews. I am fully confident with his advice and continue to trust his judgement on the recommended products. He is always contactable and genuinely interested in my financial needs and as a result of his easy going personality I will continue to utilise his services.

DC Bishop Auckland

Linton, is a breath of fresh air. From the offset, he was able to explain the fiscal melé in simple terms. He is extremely approachable and responds quickly to emails and calls. Linton is the consummate professional, whilst providing a ‘human’ and realistic approach to our financial needs. He has given us sound advise, and therefore we have been able to make informed decisions about investments and pensions.

AA Durham

I have indicated that everything was “better than expected” however, as I have dealt with Dave for a number of years I know i will always get a very high level of service.

KC Durham

I would recommend Dave Clark to anyone who has financial concerns regarding their mortgage payments. He communicates well, whilst delivering a great service, which is easily understood, allowing the decent to act promptly and accurately.

AL Durham

I feel confident to use Dave time and time again and wouldnt go to another adviser. always get the best service and re-assurance that my finances are being looked after by the best adviser in County Durham and i am more than happy to recommend him to friends or family.

CG Spennymoor

I could not of asked for a better service. Everything was explained to me by Dave Clark, and never rushed me in any way and if i didn’t understand, time was not a problem, Dave would stay til I did. Dave took loads of pressure of buying a home, even down to helping with house insurance and life cover, I can’t speak anymore highly of him.

KG Darlington

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