Our Approach
Our approach at Tarn Wealth Management is a straight forward one.
As a client of ours, we aim to deliver to you the following:
- An initial fact-finding mission
- An in-depth evaluation of your current plans and circumstances
- Advice and detailed recommendations for the way forward
- An agreement of an ongoing servicing strategy, helping keep you on track to achieve your long-term goals.
We will also provide an ongoing service to ensure you are kept up to date with markets, taxation, and other areas by adding you to our E-Briefing service. From here you will obtain detailed regular reports on various topical matters, designed and selected to match your personal circumstances.
Our initial fact-finding mission is a no-obligation service.
Bucket List
"Life is not a rehearsal"
The Bucket List is a core part of Lifestyle Financial Planning at Tarn Wealth Management.
We believe passionately that we have one life and that good financial planning makes a significant difference in our client's ability to live their life to the full.
The Bucket List is a list of things that we want to see, feel, do or experience during our lives. Helping our clients to live this life is a truly rewarding experience.
