Individual Financial Planning
Whether it’s advice on starting or switching your pension, choosing alternatives to deposits, inheritance tax planning, investing your lump sum or putting life cover in place, we can provide the solution. Here at Tara Financial Partners we believe that a good financial plan along with sound financial advice can help to make your financial future more predictable. When left to chance, your financial situation can drift from your goals. We can help you define your goals and stay on track.
Tara Financial Partners work closely with your advisors (tax, accountants, solicitors) to ensure that we are all working together on your behalf, to achieve the desired results. We also have a number of expert advisors we work closely with, who we can refer you too, if necessary.