Client Journey

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Client Journey

CLIENT JOURNEY

CLIENT JOURNEY

HOW WE WORK
We only provide independent impartial advice and have no ties to any investment, insurance or platform providers, which means that we are able to provide a highly personalised service that is built around every individual and business we work with.

HOW WE WORK
We only provide independent impartial advice and have no ties to any investment, insurance or platform providers, which means that we are able to provide a highly personalised service that is built around every individual and business we work with.

We have over 20 years of extensive industry experience as financial advisers and managing a business. We have worked together as a team long enough to have a highly effective tried-and-tested way of working with, and advising, clients.

HOW WE GET PAID

We are committed to providing you with a fair and transparent charging structure. We will always explain the advice and product charges in advance of any work commencing.

OUR WORKS BEGINS WITH GETTING TO KNOW YOU OR YOUR BUSINESS
Our work begins with getting to know you, your current circumstances, or getting to know your business if you are a commercial client.

This process starts with spending time with you and asking lots of questions. We will also complete a confidential client fact find and risk-profiling questionnaire which will help us establish your current financial position and your goals and objectives for the future. Knowing our client well is crucial for us to offer the best advice.

OUR WORKS BEGINS WITH GETTING TO KNOW YOU OR YOUR BUSINESS

Our work begins with getting to know you, your current circumstances, or getting to know your business if you are a commercial client.

This process starts with spending time with you and asking lots of questions. We will also complete a confidential client fact find and risk-profiling questionnaire which will help us establish your current financial position and your goals and objectives for the future. Knowing our client well is crucial for us to offer the best advice.

RESEARCH

We will use our expertise, providers’ contacts, and leading industry software systems to find the best financial products to enable you to reach your goals and objectives.

RECOMMENDATIONS
Our recommendations will take into account all we know about you, your circumstances, and your finances, as well as the findings of our research, into sourcing the very best products available in the marketplace.

We will present all our recommendations simply and clearly and give you plenty of opportunity to ask any questions you may have. We will also provide you with a full breakdown of all the costs and charges you will incur if you proceed to act on our advice.

RECOMMENDATIONS

Our recommendations will take into account all we know about you, your circumstances, and your finances, as well as the findings of our research, into sourcing the very best products available in the marketplace.

We will present all our recommendations simply and clearly and give you plenty of opportunity to ask any questions you may have. We will also provide you with a full breakdown of all the costs and charges you will incur if you proceed to act on our advice.

All our recommendations are always independent and impartial, which means any product solutions we recommend are thoroughly researched and selected from the whole of the marketplace.

IMPLEMENTATION OF YOUR AGREED FINANCIAL PLAN

If you decide to act on our recommendations, our experienced support team are here to help you complete any paperwork. We will make sure all the right boxes are ticked and documents signed and sent to the providers in a timely manner.

KEEPING YOUR PLAN ON TRACK

We are able to offer various types of ongoing advice, if deemed appropriate. We are able to provide regular face-to-face ongoing advice to assist you with your financial planning requirements, to ensure your plans are on target to meet your objectives and goals.

READ OUR FIVE STAR REVIEWS

Tallow Financial Planning are a highly professional team of Financial Advisers who have provided me with excellent advice on my mortgages, pensions, investments and insurances I would highly recommend them to anyone seeking advice.

Mark Langham

Linton has advised us financially for the last 3 years providing us with guidance and recommendations for pensions and investments. He is always extremely professional, helpful and friendly.

I’d recommend Tallow’s financial service to anyone looking for advice regarding financial planning. Linton Henfrey has been my personal contact there for over ten years and has helped me with a cross section of service from life insurance, mortgage and wills to investment. Latterly we’ve worked together year by year on an investment scheme that suits my circumstances and we are now seeing the benefits in a healthy profit! I’m very pleased with my experiences to date and am excited to work with them in the future.

Richard Eastwood

I have found Tallow Financial planning LTD to be reliable, trustworthy and reasonably priced in my dealings with them, I believe that they want the best for their clients and have always found them to be very friendly and professional.

Michael Graham

We feel very fortunate to have had Linton recommended to us. He answered all of our queries with ease, responded to emails quickly. Linton is extremely knowledgeable and confident in his field, he’s also a personable guy, easy to talk to too. We have no hesitation in recommending him and Tallow Financial Planning Services to family and friends.

Bev W

Being a first-time buyer has been the most exciting but also the most stressful thing in my life to date but every time I emailed or called Dave at Tallow Financial Planning Ltd, I felt confident and positive that everything was being handled professionally. Not only did they secure my mortgage after being told I couldn’t get a mortgage under my financial circumstances elsewhere, they also sorted my life and home insurance out which gave me peace of mind that I was covered under the best policies available in my budget. Would highly recommend them to anyone looking to get a mortgage and to discuss the best current mortgage deals out there!

Rob Lee

Linton has advised us financially for almost 20 years and has always been extremely professional and helpful at all times. His friendly manner has made him feel like part of the family over the years as well as an advisor. More importantly he has always and continues to make us money through our investment.

Ann Lennon

I have been a client of Tallow Financial Planning Ltd for over 27 years. Over the years Linton John Henfrey and his team have saved me a significant amount of money. They have always been very professional, and have a thorough knowledge of the financial markets. Linton, Dave and Callum always give me extra time answering my questions in order for me to understand any details before making any decisions. I was offered advice two years ago from Dave regarding my morgage and was advised to get a 5 year fixed term which takes me to the end of my morgage. Currently with the cost of living crisis, this advice was invaluable. Particularly reassuring to me is the feeling of certainty and absoloute integrity of their dealings with me. I would like to express my thanks for all the hard work over the years and would not hesitate to recommend Tallow Financial Planning Ltd. to others.

Steve Armstrong

Linton and his team have taken care of us for several years. He is friendly, professional and explains everything clearly and impartially. He has taken care of our finances profitably and given excellent advice through the years. We enjoy his company and always look forward to his visits.

Anna Harris

I have had dealings with members of the Tallow Financial Planning team for circa 30 years ranging from numerous mortgages, investments, pensions and retirement planning.
During this time they have always been extremely conscientious, hard working and swift to respond to my needs.
I have always found their customer service, customer confidentiality and general customer welfare to be of the highest standard.
I have over the years recommended Tallow to my family and friends and will continue to do so in the future.

Mike Bird

CONTACT US

TEL: 01388 450666

EMAIL: advice@tallowfp.com

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© TALLOW FP. All RIGHTS RESERVED

Tallow Financial Planning Limited Registered in England & Wales No. 12037345, Registered office: Innnovation House, South Church Enterprise Park, Bishop Auckland, Co Durham, DL14 6XB
Tallow Financial Planning Limited is authorised and regulated by the Financial Conduct Authority under registration number 912037

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK

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