Wealth Management

At Tait Walker, we are passionate about supporting our clients with their financial goals and with seventy years’ experience in providing our clients with the highest quality wealth management services, we are fully equipped to support you.

Whether you’re an individual, a business owner or a trustee, one of our professional wealth management experts can work with you to fully understand your financial goals and help you to take the right steps to achieve them. Our expert advisers and investment management specialists create a tailored strategy that works for you. We assess your needs at every stage of life and in business.

Our experienced financial planning team provide clients with advice on a wide range of matters including investments, retirement, pensions, mortgages, estate and protection planning and all associated tax issues. The team are fully qualified to assess your individual needs and provide tailored advice.

Our job is to guide you through the vast number of financial solutions available and ever-changing regulations, to help you make the right choices. We’re also keen to make sure you know all the latest options available to you in order to build and preserve your wealth – you can rely on us to take the initiative. You can have as much, or as little advice as you want, safe in the knowledge that we always act in your best interests. And, we’re truly independent, so we’re free to offer any financial products without bias or obligation.

If you want friendly, expert and valuable wealth management from a team that understands you and your needs, do get in touch – we would be delighted to offer you a free initial consultation. We have wealth management consultants based in Newcastle, Durham, Teesside and Northumberland.

If you want to find out about how our clients feel about us, take a look at our testimonials page.

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