Tankard Wealth (UK and Europe)

Independent Financial Adviser  2 Eaton Gate, London, SW1W 9BJ
First meeting at adviser's own cost
We help our clients suitably develop, preserve and grow their wealth with a particular specialism regarding pension and investment objectives.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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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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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Response rating
7.0/10
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FCA authorised
Last authorised 25th October 2021
Meet our advisers
Mr Robert Skeens Chartered MCSI
Wealth Manager

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment

MR Adam Tankard Chartered FCSI
Chartered Wealth Manager

This qualification offers a postgraduate level specialist qualification encompassing the breadth of knowledge needed to provide a high quality service to clients.

This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment

This Diploma covers Regulation, Ethics, Investment Principles, Risk and personal Taxation. Specialist units cover advising in Securities, Derivatives and Packaged Products.

FCSI membership is full membership of the CISI, and denotes an outstanding commitment to achieving the highest levels of knowledge, skills and behaviour. It is awarded to those with a suitable combination of qualifications and experience.

MR Tim Evans
Wealth Manager

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

About us

Tankard Wealth Investment Managers​​​​​

An independent financial firm, offering clients world-class investment management and advisory services.

Pensions - Investments - Insurance - Corporate Advisory

Our services

Tankard Wealth was established in the City of London by Managing Director Adam S. J. Tankard. As more and more people sought a truly ongoing and personalised investment management service, we saw a niche in the financial services market. Today, our ultimate aim is to collaborate and foster long term relationships with our esteemed clients to build, grow and safeguard their wealth. Planning for the future involves a journey of commitment and we are here to help achieve this ambition.

Where to find us
Head office address: 2 Eaton Gate, London, SW1W 9BJ
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
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
7.0/10
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FCA authorised
Last authorised 25th October 2021

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