Hampshire-based independent financial planning and advice. Here to help you make the best financial decisions at every stage of life.
Our business has been built on the ideal from Sheila Tarr that the client comes first and this is still central to our proposition.
Sheila Tarr established the business in 1997 and it has become a reputable, local business that receives large levels of client referrals, something which we pride ourselves on. The firm recognises the need to continually develop to ensure we offer our clients comprehensive and clear advice.
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.
Everyone at Sheila Tarr I.F.S. is dedicated to the firm’s core values.
Our core values drive excellence throughout our work and our relationships with clients, colleagues and other specialist advisers.
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.
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.
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.
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.