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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

FAMILY PROTECTION

The financial effects of death, a period of illness or serious injury are never easy topics to discuss, but providing for these eventualities can protect you and your family from financial difficulty. Our objective and personal approach to protection planning allows you to take comfort in the knowledge that everything has been taken care of.

We can review your situation and discuss what insurances you may need:

  • Term Assurance – Cost effective, fixed-term life assurance.
  • Critical Illness Cover – Although this insurance usually forms part of a wider insurance portfolio, you will be protected in the event that you are diagnosed with any of the illnesses your policy covers.
  • Income Protection – This cover offers to guarantee funds in the event you are incapacitated through illness or injury, safeguarding your liabilities.
  • ASU Insurance – Whilst income protection is useful in cases of illness and injury, ASU cover can also protect your liabilities in the event you suddenly become unemployed.
  • Whole of Life Insurance – This cover runs throughout your life and will pay out a benefit in the event of your death.

 

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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