Tara Financial Services Ltd

Independent Financial Adviser  Tara Financial Services Ltd, Berkshire, RG40 1BJ
The Specialists in Wealth Management and Pensions planning for Individuals and businesses.
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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Critical illness
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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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Corporate pension
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Employee benefits
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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
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 6th December 2021
Meet our advisers
MR Peter Jessop
Director

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

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

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

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

About us

We are an appointed representative of Sanlam Partnerships Ltd, a national network of Independent Financial Advisers. We offer fully independent, professional and unbiased advice on a wide range of financial products. Please telephone to arrange a mutually convenient appointment to discuss any financial matter.

Our services

We are very good at monitoring investments and making sure people who are at or close to retirement attain the level of income they need after they finish work from whatever source is necessary.

Where to find us
Head office address: Tara Financial Services Ltd, Albany House 14 Shute End, Broad Street Walk, Berkshire, RG40 1BJ
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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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 6th December 2021

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