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:
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.
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 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.
Sheila Tarr Ltd is Authorised and Regulated by the Financial Conduct Authority. We are entered on the Financial Conduct Authority Register (No. 439720) at
http://www.fsa.gov.uk/register/firmSearchForm.do
. Sheila Tarr I.F.S. is the trading name of Sheila Tarr Ltd. Registered Office: 71 The Hundred, Romsey, Hampshire SO51 8BZ. Registered in England and Wales. Registered no.: 5219327
The 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.
