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Helping to plan your investment strategy

At Gallagher & Tarran we believe in strong, trusting and lasting relationships which allow us to work with our clients, in line with changing circumstances. Our trusted advisers will listen to you, understand your financial goals and deliver high quality advice.

Whether you’re a first time investor or someone with plenty of experience, adding value to your savings and investment decisions and knowing where to put your money to get the most out of it can be a time-consuming issue.  Investing your capital can be a challenging decision in any economic environment.

Finding the best options to invest and save your money need not be challenging. We have helped many clients with cash to save or invest achieve the returns they had hoped for, by providing solutions and recommendations that match their objectives. We have helped clients achieve this in the most tax efficient manner

We pride ourselves on providing you with the following:

Highly experienced and qualified advisers;

  • Our team has a wealth of financial qualifications, specialties and a deep knowledge and understanding of a wide range of financial planning solutions and products, to be able to make sound financial recommendations and keep up-to-date with changing markets and legislation.

Tailored financial planning advice;

  • Our impartial advisers develop an in-depth understanding of your financial needs and then provide you with the most suitable and bespoke plan of action for your individual circumstances.

PARTNERSHIP SERVICE

Regardless of your financial circumstances, a lot can change over a period of time and if you want to build on and protect your financial position, our advisers will work with you on an on-going basis. This is called our ‘Partnership Service’ and is a useful way to spend some time reviewing progress with your financial goals and changes in your situation over time, protecting your assets, preparing for the unexpected, evaluating your financial performance and keeping up to date about new propositions that might be of interest to you.

Who is this service suitable for?

This service is suitable for clients with investment amounts typically above £35,000, who require on-going investment monitoring and regular review and contact with an adviser.

TRANSACTIONAL SERVICE

We appreciate, however, that you may only need limited financial analysis and risk profiling, in which case you may wish to undertake a ‘Reactive’ arrangement in respect of your financial planning which is called our ‘Transactional Service’.

In this case, we can also work with clients who have specific immediate financial planning requirements and may wish Gallagher & Tarran to only carry out a review as and when other financial planning matters arise in the future.

The table on the next page provides a more detailed breakdown of what is included within each level of service we can provide.

TRANSACTIONAL EXTRA SERVICE

As for Transactional service but will include the provision of a tailored annual financial report, to be sent to you by post.

Who are these services suitable for?

This service is suitable for clients with relatively low investments, typically less than £35,000, who require a low cost, risk managed solution where on-going review or contact with an adviser is not necessary.**

Clients can choose to have a face to face review and annual postal review report for an additional charge  

**Optional supplementary service for Transactional and Transactional Extra clients

How we work with you (+) Click to open

 

Our Financial Planning Advisers can provide the right advice and analysis of your savings and investment needs, by:

  •  Working with you to understand your financial planning requirements and your attitude to investment risk
  • Offering savings and investment solutions from the ‘whole of market’ that include “off the peg” portfolios and more bespoke arrangements

  • Using our wide-ranging knowledge of investment products and a variety of research tools to make sound financial recommendations that meet your short and long term objectives

  • Avoiding complicated jargon when making our recommendations because it is important that you understand how and where your capital is invested

  • Establishing reasonable expectations and reviewing progress with you on a regular basis. We take the stress out of investing

  • Using our relationships with investment providers to secure cost friendly investment funds