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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

RETIREMENT PLANNING

Our advisers are here to understand your financial goals and help you to plan for the future you’d like. Whether you’ve just started your career or you’re approaching retirement, we can help you to create a plan that works for you, giving you peace of mind that you can enjoy later life.

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We can develop strategies for:

  • Those wishing to keep control of their money or have a pre-set income for life.
  • Those wishing to retire abroad. There can be considerable legal and financial implications for anyone who would like to retire overseas. We can help you to fully utilise your pension and structure your savings appropriately, allowing you to focus on your travels.
  • Those who are managing a lifetime of pension pots and savings. This can be a demanding task, but our advisers can provide schemes to keep your funds secure and encourage growth.
  • Those who are property owners. Repaying your mortgage can involve more than just lowering your monthly outgoings. We offer independent advice on downsizing, renting and equity release. This can also be tailored for those who are preparing to move into residential care, or those who wish to leave a property in their Will.
  • Those who are company directors. Whether you wish to sell your business or simply withdraw, it’s important to ensure that your retirement strategy fits your requirements. We can guide you through this process and help you to feel confident in handing over the business.

 

Pension schemes we can advise you on:

  • Stakeholder Pension
  • Personal Pension
  • Self Invested Personal Pension (SIPP)
  • Small Self Administered Scheme (SSAS)
  • Executive Pension Plans
  • Previous Employer Pension Schemes

 

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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