Tankard Wealth (UK and Europe)

Independent Financial Adviser  Tankard Wealth Ltd, London, City and county of the city of london, EC3V 3LA
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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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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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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Critical illness
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Healthcare
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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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Taxation planning
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EEA
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Rest of world
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Commercial mortgages
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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
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Stockbroking services
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Jack Ellice DipPFS
Wealth Manager

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Robert Skeens
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

Adam Tankard Chartered FCSI
Managing Director

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

This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.

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 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, Tankard 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.What makes us unique from all our competitors is the management’s dedication to our team. Internally developing our professionals is of high importance, and with a solid organisation of experienced and loyal advisers at the helm of the company, clients can rest assure that they are provided with the most suitable and appropriate advice.

Each client works with their own Investment Manager. Together, they will devise, implement and manage a tailored financial strategy that is fully in-line with the client’s circumstances, requirements and plans for the future. The strategy is then reviewed in tandem with the investment committee, and provided that the team is in agreement, the strategy is given the seal of approval.

Where to find us
Head office address: Tankard Wealth Ltd, 27 Knightsbridge, Greater London, London, SW1X 7LY
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    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 May 2020

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Quality financial advice in a straightforward, affordable and accessible way