Tait Walker Wealth Management

Independent Financial Adviser 1 Brantfell Place, Bowness-On-Windermere, Cumbria, Windermere, LA23 3FJ
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
18th March 2019
We believe passionately in providing local independent financial advice on a face to face basis.
We can advise you on
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Long term care
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Gareth Nicholson
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

1 Brantfell Place, Bowness-On-Windermere, Cumbria, Windermere, LA23 3FJ

Contact us
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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000

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