At Tarn Wealth Management we pride ourselves in offering a friendly, personal service that is not afraid to genuinely care for our clients. We meet you where you want (our office near Talkin Tarn or your home), on your level and make complex matters simple ensuring you feel comfortable in all decisions reached.
Working for banks for 15 years made Scott realise that he did not have the time to really get to know his clients or to help them to meet their financial goals. It is the desire to build lasting relationships with clients that compelled Scott to establish Tarn Wealth Management.
Based in Cumbria, Tarn Wealth Management service our clients across the North of England, Scotland and the Lake District, offering the highest level of professionalism and financial expertise, all backed by the successful St. James's Place Wealth Management Group. The backing of this FTSE 100 company combined with our personal approach means you have complete confidence that all advice given is not only tailored to your individual needs but also guaranteed by a trusted household name.
Making the right choices for your future
If you are seeking expertise, experience and a personal service then we are confident we won't disappoint you with our financial planning services. If there are any areas of your finances you may need help with please feel free to get in touch for a no obligation consultation; it could be the first step to achieving financial independence.
At the heart of the service offered by Tarn Wealth Management is our belief in effective communication to ensure that our clients are kept informed of issues that may affect their financial wellbeing. As such we regularly publish a range of newsletters exclusively for our clients, including a weekly bulletin WeekWatch and a quarterly magazine, The Investor.