0330 038 8941
Based in Holywood
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: December, 2021
4.9 out of 5
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FCA Regulated
Tanya and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 21 April 2025
Tanya and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Tanya has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tanya has received 13 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 24 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Checks carried out by VouchedFor
FCA Regulated
Tanya and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 21 April 2025
Tanya and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Tanya has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tanya has received 13 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 24 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Tanya has not yet added their qualifications to their profile
Qualifications not yet added
Tanya has not yet added their qualifications to their profile
Transparent Fees
Tanya has not yet added their fees to their profile
Fees not yet added
Tanya has not yet added their fees to their profile
I am Managing Director of IQ&Co and Mortgage IQ. I am a corporate and personal financial planner providing financial advice to both individuals and companies. This includes providing advice and guidance to companies on business wills, shareholder protection, key man insurance and the legal agreements required to sit alongside these types of arrangements. I specialise in high net worth wealth management on behalf of my clients and provide advice on mortgages, protection, pensions, investments and inheritance tax planning. I have nearly 20 years' experience in the industry and enjoy working and helping clients achieve their financial goals by providing personal, face-to-face advice. IQ&Co and Mortgage IQ are trading names of IQ&Co Ltd. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 06/08/2024
£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 Tanya's clients
Based on responses provided by clients who have reviewed this adviser
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Mortgage value
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