0330 038 8938
Based in Cheltenham
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: March, 2024
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Tara is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tara's status
Last checked: 26 March 2025
Tara is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tara's status
44
Recent Client Reviews
Tara has received 44 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tara has received 44 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 11 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Tara has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Tara has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Tara has not yet added their fees to their profile
Fees not yet added
Tara has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Tara is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tara's status
Last checked: 26 March 2025
Tara is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tara's status
44
Recent Client Reviews
Tara has received 44 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tara has received 44 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 11 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Tara has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Tara has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Tara has not yet added their fees to their profile
Fees not yet added
Tara has not yet added their fees to their profile
I joined Cheltenham IFA in June 2012, bringing with me almost 20 years of experience as a financial adviser for two high-street banks. I specialise in pensions, investments and inheritance tax planning. I enjoy working for Cheltenham IFA and appreciate the culture here; a firm that prioritises and focuses on client service and satisfaction. What I enjoy most about my job is the interaction with my clients, especially those I've worked with for many years. I greatly value the trust they place in me and the friendships that have grown from our ongoing advice meetings. If you would like to meet with me to discuss your financial needs, there is no fee for the initial consultation. This first meeting is an opportunity for us to get to know each other; you will not have to make any decisions during that meeting but you will leave knowing exactly how I can help and how much it will cost if you decide to take advice.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Tara's clients
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