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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

CASH MANAGEMENT

Making your money work harder for you…

It’s time consuming and frustrating for businesses to keep their cash in competitive accounts, especially when corporate accounts pay little or no interest. While investment may not be on your agenda at the moment there are still lots of ways to make your money work harder for you. We take the time to get to understand your financial goals and can assist you with locating the best accounts, competitive rates and regularly review your resources to make sure your cash is in the right place at the right time.

 

Our advisers work with you to:

  • Understand your financial goals, your attitude to risk and the amount you want to hold in cash
  • Place your cash to ensure you earn consistently competitive interest
  • Make sure your cash is with a secure institution and is regularly reviewed

 

Tait Walker Wealth Management is a trading style of Tait Walker Financial Services Ltd which is authorised and regulated by the Financial Conduct Authority.  Company Number 5674020. Incorporated in England.

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.