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Wealth Management

Our Wealth Management specialists have over seventy years’ experience – discover how we can help you to plan for the future

Wealth Management

Whether you’re an individual, a business owner or a trustee you need wealth management expert to work with in order to fully understand your financial goals and help you to take the right steps to achieve them.

We have over seventy years’ experience in providing our clients with the highest quality service. Our expert advisers and investment managers create a tailored strategy which works for you and assess your needs at every stage of life and in business.

Our specialist financial planning team provide clients with advice on a wide range of matters including investments, retirement, pensions, mortgages, estate and protection planning and all associated tax issues.

 

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Tait Walker Wealth Management guided us through our automatic enrolment duties. They took full responsibility for the planning, implementation and ongoing governance of our two schemes. They then helped us through the changes in our business structure. As a result of this they implemented two additional pension schemes to ensure that we remained compliant with the automatic enrolment legislation. Tait Walker Wealth Management are knowledgeable, efficient and only ever a phone call away if we have any queries and have consistently demonstrated that they are willing to go the extra mile.

Julie Gilpin, Stiller Warehousing & Distribution Ltd

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At TLW Solicitors, we wanted to bring forward our staging date to ensure our staff were rewarded. Tait Walker assisted us every step of the way from initial planning, scheme selection and costings through to liaison with the Pensions Regulator as well as helping with Payroll requirements. As a result we have had almost universal take up of the pension scheme by staff and a system that runs smoothly for us.

John Burn – TLW Solicitors, Partner

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Tait Walker assisted us in the setting up of our Group Death In Service scheme and also advised us on our Automatic Enrolment planning when we contacted them well in advance of our staging date, they assisted us through the planning and implementation stages and were also able to supply payroll set up and training via their Sage accredited payroll team. As part of the implementation process Tait Walker made multiple presentations to our staff to explain exactly what was happening and did so in a way that allowed us to continue with business as usual whilst the presentations were carried out. It was Tait Walker’s ability to assist us with all the areas of our employee benefits programme that initially impressed us and we have been pleased with the service to date.

Iain Richardson – Winn Solicitors, Finance Director

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Working with Tait Walker Wealth Management has been a pleasure, they are a very friendly and proactive team who helped me through every stage of the process. I would certainly recommend them to friends and family and would not hesitate to work with them again in the future.

Chris Gibbison – Helena Biosciences

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If you are seeking advice and would like an informal chat without fee or commitment, then please get in touch.