Wealth Management Stockton

The accountants at Tait Walker are highly experienced in providing Wealth Management support to their clients, enabling them to achieve financial freedom in life. The team’s extensive knowledge sets us apart from other accounting firms. We are dedicated to providing the best service to each of our clients. 

Working with a diverse portfolio of clients

The assets of our clients are our number one priority. Working closely with a diverse range of clients, we set out to only support their financial goals. We work with small businesses, owner managed businesses and large corporations understanding that each client will have different needs and aspirations – meaning we tailor each service we provide to the client themselves. 

The best for your business 

The highly qualified team of wealth management advisors work with our clients to support their specific needs. If this is planning for retirement, mortgage advice or workplace pensions we will maximise the assets for you and your business. 

We can support you with the following wealth management services:

Business Protection

We can organise the right insurance for your business to cover if there are any losses to assets. In particular insurance for the illness or death of an employee, after all they are your most important asset. 

Tax Mitigation Strategies

Our team works with you closely to maximise any investments you have and protect these, along with assets, in accordance with the latest tax legislation. 

Investment Planning

We will create a solid investment strategy to support your financial future, understanding your personal goals. 

Inheritance Tax and Estate Planning

The threshold for the inheritance tax net is £325,000, meaning many people get caught in it. The estate and taxation specialists at Tait Walker help to produce a strategy that will protect your wealth whilst giving you peace of mind. This ensures that the assets you leave to your loved ones will be maximised. 

Mortgages

For most people, buying a home is the biggest financial decision they will ever make. Mortgage lenders offer many different products that can be overwhelming at first glance and our team can help you make the right choice. The mortgage advisors at Tait Walker will offer guidance and support to you when securing a mortgage for a home, commercial property or land purchase for your business. 

Family Protection

We can also advise on the correct insurances that can protect you and your family in the instance of injury, illness or death. 

Workplace Pensions and Auto Enrolment

The pension experts will support you through the workplace pension process, ensuring your business is fully compliant with all regulations – in a cost-effective manner.

Retirement Planning

There are many different things you need to take into consideration when planning for retirement. Once you determine your future plans the team can advise you on the appropriate pension strategy for you and your business. 


If you’d like further information about our Wealth Management Services Stockton, call 01641 676 888 or email emma.palleschi@taitwalker.co.uk