Tankard Wealth (UK and Europe)

Independent Financial Adviser  27 Knightsbridge, London, Greater london, N10 1EA
First meeting at adviser's own cost
We are a well rounded investment company providing expert financial advice for both UK and non UK residents.
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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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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Critical illness
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Healthcare
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Income protection insurance
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Life 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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EEA
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Rest of world
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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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Sharia finance
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Long term care
Response rating
8.2/10
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FCA authorised
Last authorised 14th September 2020
Meet our advisers
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.

Robert Skeens DipFA
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

Tim Evans
Wealth Manager

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

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

What our clients say
Tim dealt with my financial affairs efficiently and with sensitivity. He ensured he delivered what I wanted but also came up with some excellent suggestions we implemented to provide a more robust investment solution. Tim was knowledgeable and flexible in his approach and I would happily pass his details to my family and friends.
Virginia Fernandez, London
About us

Tankard Wealth is an international financial advisory and wealth management company that caters for high net worth individuals’ financial objectives and goals by assessing their financial circumstances, and using our expertise to reach a solution. Our services include, but are not limited to; pensions, trusts, investments, ISAs, portfolio management and inheritance tax planning. We also specialise in the investment management of corporate pension schemes and charities for their trustees.

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.

Our services

We specialise in international investment advise for both UK residents and non UK residents. As a result we have a good understanding of offshore investment products as well as potential tax complications. We are able to provide innovative investment solutions to ensure your financial goals are met.

Where to find us
Head office address: 27 Knightsbridge, London, E4 7EX
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
8.2/10
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FCA authorised
Last authorised 14th September 2020

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