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Individual planning

We will help you to get a clear picture of where you are now, where you want to be, and what it will take to get you there.

We can offer advice in all areas of personal financial planning. Simply click on the links to the left for further information.

We also have a number of easy to use calculators that will also help you to check and plan your finances, for example:

Loan calculator to work out how much interest you will pay on a loan, calculate the APR and the normal rate of interest.

Savings calculator to see how you savings will grow (or how much you need to save to meet a particular goal)

Inheritance tax. How much inheritance tax will be due on your estate?

Millionaire calculator When will you become a millionaire?

Use the following link for useful information from the Financial Services Authority:

www.moneymadeclear.fsa.gov.uk

For more information on this service please follow this link to find your nearest office  - Our office locations

Lifetime planning service

The main focus of this service is to help you decide what really matters in your life. This involves thinking about and coming up with answers to some deep and searching questions.

Investment and wealth management

Our investment process is one which is both quantitative and qualitative - in other words, the actual performance and statistical data is assessed, as well as the style of management and focus.

Pensions

No matter how long until you retire, it is vital that you address the need for an income in retirement. We will help you to get a true picture of what you need to do, to achieve the future you want.

Options at retirement

Tait Walker's experienced and well qualified advisers can help you to avoid making expensive mistakes in your retirement planning.

Mortgages

We are well placed to survey the whole market, and provide details on the best mortgage for you from over 2000 different mortgage deals available at any one time.

Long-term care

We can help you to understand the practical, legal and financial issues.

Protection

If a major shareholder of a business dies prematurely, the surviving shareholders will usually need to ensure that there is a smooth transition of control of the company.

IHT planning

Even with the changes announced in the recent Pre-Budget Report, Inheritance Tax will be an issue of concern for people with larger estates.