Tarn Wealth Management

Associate Partner Practice of St. James's Place Wealth Management


Scott Kerr, Principal

I began my career in banking 15 years ago and feel lucky to have worked all over the world in my role as International Commercial Director, being based everywhere from Shanghai to the East, Boston and New York to the West, and Hyderabad and Singapore to the South. We have now returned to our roots in the North, Talkin Tarn near Brampton to be more precise. This background ideally places me with experience and perspective when making balanced financial decisions for my clients and their own business interests.

15 years in bank and building societies have taught me that the big institutions don't always offer the advice and service my clients need. This leaves hardworking people few options on the high street when they need trusted advice on their pensions, investments, and other financial planning needs.

Together with Haley and our support services team at Tarn Wealth Management, we strive to offer our clients private wealth management founded on excellent service standards, quality and integrity, all of which provide peace of mind. It is through this approach that we look to constantly grow through personal introductions and recommendations across the North of England, Scotland, and wherever our clients require.

Personal

My life outside of work is all about Haley and our two children, Billy and Jimmy. Until recently we had no garden so spent our spare time walking in the Lakes and at Talkin Tarn Country Park. We feel very lucky to have been able to move next to Talkin Tarn and now spend what spare time we have working on the garden with the pets and chickens.

Tel: 01697 73679
Mobile: 07496 652426
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Haley Kerr, Practice Manager

I have over 10 years experience in facilities management and secretarial work in the charity sector. This ideally equips me to care for our clients with utmost diligence and integrity. I'm responsible for managing the office, coordinating the paraplanning/admin team and providing our clients with a high level of personal service.

When not working I manage to keep myself far too busy with our two boys and caring for our ever-expanding menagerie of pets.

Tel: 01697 73679
Click to Email