MHA Tait Walker Wealth Management

Independent Financial Adviser  Tait Walker Wealth Management, Over staveley, Cumbria, LA8 9LN
First meeting at adviser's own cost
We believe passionately in providing local independent financial advice on a face to face basis.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Lump sum
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 20th January 2020
Meet our advisers
Gareth Nicholson
Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

Accreditations
Chartered Financial Planner
About us

Tait Walker Wealth Management are a forward thinking independent financial advisory firm based across the North of England. Gareth Nicholson covers the Cumbria and North Lancs area.

They are part of Tait Walker who are an award winning Chartered Accountants established in 1937. They have built their business with core values and on a strong reputation and continue to do so today.

Our services

Having been advising clients for over 13 years Gareth strongly believes that money should offer people freedom, lifestyle and peace of mind and should not be something which causes worry. In order to do this he builds trusting long term relationships with his clients, allowing him to implement bespoke financial plans for them which are tailored to their individual circumstances and needs.

Where to find us

Tait Walker Wealth Management, Unit 4, Billys Space, 63 Main Street, Staveley, Cumbria, Kendal, LA8 9LN

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 20th January 2020

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