Tankard Wealth (UK and Europe)

Independent Financial Adviser 27 Knightsbridge, London, E4 7EX
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
24th June 2019
We are a well rounded investment company providing expert financial advice for both UK and non UK residents.
We can advise you on
    • Wealth management
    • EEA
    • Rest of world
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Small business
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Long term care
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
Meet our advisers
Tim Evans
Wealth Manager
Leon Rhoades
Investment Director
Robert Skeens DipFA
Wealth Manager
Adam Tankard Chartered FCSI
Managing Director
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
Where to find us

27 Knightsbridge, London, E4 7EX

Make an enquiry
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.

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
Minimum mortgage value
£0

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