As a reflection of the quality of our work, many of our clients have come to us as recommendations. We like to build long-term relationships with individuals and families, with some of these spanning three generations. However, we also provide advice on individual financial matters according to your specific needs. We offer a depth of expertise across a broad spectrum of financial matters whilst at the same time, we are small enough to be able to deliver an attentive level of service and develop a close working relationship with you based on trust and integrity.
What can you expect as a client coming to Sheila Tarr I.F.S.? Our commitment to you is that we will:
- Ensure we understand your financial circumstances and needs thoroughly and place your interests at the heart of our advice.
- Earn and maintain your trust by being open, transparent and cooperative at all times.
- Protect your interests and work within our parameters and what you authorise us to do.
- Provide relevant information and documentation for all advice we give.
Everyone at Sheila Tarr I.F.S. is dedicated to the firm’s core values. These drive excellence throughout our work and our relationships with clients, colleagues and other specialist advisers.
Knowledge and ability
We understand the complexity of financial advice and that it requires high calibre advisers who think independently. That is why we are committed to developing and maintaining our skills and always working to the best of our technical abilities.
Listening and understanding
We invest the time needed to develop a thorough understanding of your financial situation, commitments and aspirations. We then maintain an ongoing relationship so that we can adapt your financial plans to reflect your changing circumstances.
Clarity & Transparency
We aim to provide financial advice in a straightforward manner that it is easy for you to understand. Our fees are clear and flexible, and match the level of complexity of advice.