TAG WEALTH MANAGEMENT | WELCOME

** PLEASE DESCRIBE THIS IMAGE **Mission Statement

Our mission is to help our clients create, manage and retain as much wealth and financial security as is possible within the confines of their instruction.

We provide specialist advice within numerous fields from Tax Planning, Pension Simplification through to Wealth Management and Retirement Planning.

At all times we put our clients' needs before our own and we know that in so doing we are able to provide the very best possible outcome for them.

Because of our independence we are able to use resources available to us without favour and we are not compromised in regard to choice of any product, provider or solution.

Critical to us is that each and every client should be better off for having met and engaged us.  Please read about our new initiative regarding the treatment of all our clients. 

Latest News from FT.com

Could not connect to http://www.ft.com/rss/home/europe.


Treating Customers Fairly

** PLEASE DESCRIBE THIS IMAGE **A new initiative from the Financial Services Authority

Policy statement on treating customers fairly (TCF) The aim of this statement is to detail the Firm's policy with regards to FSA principle 6;

Pay due regard to the interests of its customers and treat them fairly and the processes of putting customers' interests at the heart of the business.

Read more...