Private Clients

Personal Financial Planning
Tait Walker Financial Services are Independent Financial Advisors and Independent Mortgage Brokers.
We remain totally committed to providing truly independent advice, as 'best advice' can only be delivered by an advisor who is fully independent.
We have worked hard to recruit 'specialists' in each particular discipline of Investment, Pensions, Protection and Mortgage Finance. These advisors are qualified to the highest standard and have many years experience at the highest level in the industry.
Our advice process sets us apart from many other providers of financial services, in order to advise you correctly, we will carry out a consultation meeting to assess your current situation, aims and objectives. We will then provide a detailed report outlining our recommendations and how to implement them.
Our ongoing review process is where you really gain most benefit as it is essential to review matters regularly in an ever-changing financial world. Our commitment to providing this annual review underpins the advice process.
The comprehensive and encompassing nature of our advice includes:
• Maxi ISAs /Mini ISAs
• Unit Trusts /OEICs
• Investment Trusts /Capital Investment Bonds /With Profit Bonds
• Pension Planning
• Property Investment within Pension Planning
• Retirement income planning
• Personal Protection Needs including life assurance, critical illness and income protection
• All forms of mortgage finance both residential, commercial, self certified, buy to let and adverse credit.
• Managed Foreign Currency mortgages

 

Business Clients

Corporate Protection Planning
Shareholder Protection.
We advise all directors and partnerships, in the provision of an agreement to ensure that the value of shares or business value are protected.
Without such agreements, the financial consequences can be hugely destructive to a company or partnership in the event of a death or critical illness of a shareholder of the company or business.

Key Person Cover
It is highly recommended that every business be it a company, partnership or indeed a sole trader, should have cover in place which protects the interests of the business in the event of a key employee needing to be replaced due to illness or death.

Corporate Investments
We advise companies and partnerships to maximise the returns from their funds. Advice ranges from getting the best rate on deposit accounts, to longer term investment schemes which can prove to be more beneficial.
There can be taxation issues to consider and checking your current circumstances and objectives is essential.