Tarn Wealth Management
Company

Tarn Wealth Management

Financial Services Carlisle, Cumbria, United Kingdom 6 employees
Employees
6
Contacts
1
Emails
1
Phones
1

Tarn Wealth Management Overview

Headquarters
Carlisle, Cumbria, United Kingdom
Industry
Financial Services
Employees
6
Founded
2018
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Tarn Wealth Management

We are a friendly & professional team committed to providing you with financial peace of mind and be happy! We will help you put together a detailed and bespoke financial plan, which will be reviewed regularly and will help you on your way to achieving your goals and ambitions in life. We specialise in pensions and investments and we offer a no-obligation review in these areas. 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 http://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.

Tarn Wealth Management Contact Details

People in AeroLeads
4
With contact data
1
Email contacts
1
25.0% coverage
Phone contacts
1
25.0% coverage

Tarn Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Ross Kerr Tarn Wealth Management
Email Phone
Nick Cook Financial Planner - Helping
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Terri Trafford Practice Manager at Tarn Wealth
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Mark Winter Financial Adviser - Pension Planning
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Employees by Management Level

Individual contributor 3 profiles
Manager 1 profile

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