Helping You Prepare For
Your Future

Your trusted financial partners, here to simplify complex financial choices, ensure your legacy and secure your financial future.

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Years of Experience

INTRODUCING

Planning Your Future Finances

At Sheila Tarr IFS, we are are proud to provide independent financial planning and investment management services.

For over 20 years, we have provided unbiased, expert advice to create bespoke financial plans and investment strategies to help our clients make the best financial decisions at every life stage.

ABOUT OUR TEAM

Financial Advisors That Put You First

Sheila Tarr consist of a dedicated team with several decades of combined experience in financial services.

Everyone in the business shares the same passion for putting our customers first and providing the right advice and solutions for every individual.

Our Services

What We Do

We provide expert, independent advice to help our clients make the best financial decisions at every life stage.

We are proud to put our customers first, understanding their aspirations and goals, to provide personal, clear and transparent information.

Pensions

Helping build you the best plan to prepare for your future years.

Retirement Planning

Advising you on the best way of using your assets to meet your retirement goals.

Investments

Personalised guidance, whether it’s your first investment or you have a large portfolio.

Protection

Safeguarding families, mortgages and earnings from life’s unexpected events.

Estate Planning

Helping individuals plan who will benefit from the legacy they leave behind.

Long Term Care

Providing a client-centred approach to planning care costs for you or a loved one.

Lifetime Mortgages

Helping unlock the value in your home.

Mortgages

Expert, personal mortgage advice, no matter how straightforward or complex your needs.

Our Blog

Financial Insights

Missing Pensions Featured Image

Find Your Lost Pensions

Failure to keep tabs on old workplace pensions has led to billions of pounds worth of savings being misplaced or forgotten about, according to The Association of British Insurers (ABI). The ABI puts the figure at £26.6 billion, comprising of

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Book your consultation to get clarity on your financial future.

Contact us for a free consultation. There’s no obligation on your part and, if we think we’re not the best people to help you, we’ll tell you straight away.