As a client of Tarn Wealth Management, we aim to deliver to you the following:
- An initial fact finding mission
- An evaluation of current plans and circumstances
- Advice and recommendations for the way forward
- An agreement of an ongoing servicing strategy that meets each client's objectives
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.