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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

INVESTMENT PLANNING

 

For You

We are truly independent and can find the right solution for you.

Whether you are looking to make a high or low risk investment, we can assess your situation and tailor a plan that works for you.

We work with our tax specialists to survey the whole of the market, examining product performance, fund management style, and risk ratings.  Our planning process is effective and efficient, allowing us to create the best strategy to help you to achieve your goals.

We will:

  • Review your status to gain a clear insight into the funds you have available
  • Work with you to develop a tailored strategy to make the most of your investments
  • Implement, monitor and maintain your plan, allowing you to secure continuing rewards

 

For Your Business

It’s the quality of our people and our commitment to building long lasting relationships that sets us apart.

Creating and maintaining a viable investment plan is important for all businesses. Whether you’re making a new investment or reviewing your portfolio we can give you truly independent advice and work with you to help you to build a solid strategy.

Our independent analysis of the market can help grow your funds and maximise gains to meet your financial goals. With regular reviews we will monitor your funds and adapt to any changing objectives, to make sure your strategy stays as proactive as your business.

Our advisers will:

  • Spend time understanding  your goals
  • Survey the entire market, review strategies and tailor a plan that works for you and your business
  • Use our knowledge and experience to implement a plan to meet both your long and short term goals
  • Continue to monitor your plan to ensure your funds perform to your expectations

 

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.