A team of experienced financial advisers has successfully established a St Helens business having received planning advice and support from St Helens Chamber and St.Helens Council.
Family-run Tailored Financial Planning launched in May 2016 and provides a range of financial planning services including pension and mortgage advice, protection and equity release.
Between the directors the company has over 45 years of experience in the finance industry. Moving their business into the area they approached St Helens Chamber for help during their set-up period.
After discussing their plans with the Chamber, they received support to create financial projections which helped them to access business finance.
The business was also eligible for support from St.Helens Council’s Business Grants programme, which provided a grant of £8689 towards the cost of the move and helped create four new jobs.
John Woods, Investment Readiness Adviser at St Helens Chamber, commented: “Tailored Financial Planning is a new business in St Helens, bringing together a number of successful business people. Together they bring a wealth of experience and we’re delighted to have been able to help them get started.”
Tommy Frodsham, Financial Adviser, Tailored Financial Planning commented: “The Chamber has been a massive help in setting up the new business. I can’t stress how much of a big help they’ve been.
“Setting up would have taken a lot longer and John’s advice and support helped us stay on track and reach key milestones throughout the process.
“The funding helped massively and without it we wouldn’t have been able to have a premises that looks as nice as this.”
Business grants from £1,000 to £10,000 are available to provide finance for a range of projects that will help small to medium-sized businesses to expand and create jobs.
Tommy added: “I would highly recommend the Chamber’s Financial Planning Support programme. The help we received in accessing the funding and the advice on forecasting was very helpful.”
For more information on the services offered by Tailored Financial Planning call 01744 757 648.
For more information on Business Financial Planning Support or Business Grants please contact John Woods on 01744 742058 or email john.woods@sthelenschamber.com
