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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



For You

Helping you find the right home

For many of us, owning our own home is one of our most important goals – but it is likely to be the biggest financial commitment that most of us will make.   There are many lenders offering thousands of products, so making the choice that is right for you can be difficult.

Our dedicated mortgage advisers work with you to help you find the best financial solution for purchasing your ideal home.  We handle the complex paperwork, liaise with solicitors and estate agents and ensure you fully understand every aspect of your mortgage plan.

Our advisers can offer professional guidance if you are looking to:

  • Secure a mortgage for purchasing a new home
  • Re-mortgage your existing property, either to find a better deal or as part of a debt consolidation programme
  • Secure a mortgage to let out a property
  • Take out a loan secured on your current property


For Your Business

Our experienced advisers survey products across the whole of the market and our independent status means that we can select the best option for your company’s property needs.

We can help you with:

  • Commercial buy-to-let
  • Land purchase
  • Leisure, tourism & hospitality properties
  • Agricultural land
  • Warehouse, process & industry units
  • Office accommodation


Buy to Let and Commercial mortgages are not regulated by the Financial Conduct Authority. Your home maybe repossessed if you do not keep up repayments on your mortgage. If you charge a fee for mortgages then can you add information on what that fee will be.


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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Get In Touch

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