We can help you to take the complexities out of investing. Whether you are investing for the first time or you are someone with plenty of experience, knowing where to invest your money to get the most from it is a time consuming and often daunting decision.

We can help you to find the best solutions, by working with you to understand your objectives and what is most important to you.  We will guide you through your options, help you to establish your level of risk and explain all of the financial jargon too.

TYPES OF SAVINGS & INVESTMENTS:

We will research the market and help you to better understand all of the different types of investments available and how these might be used to support your overall financial plans.

STOCKS & SHARES ISA

ISA’s are a tax-efficient way to save, allowing you to invest your savings without having to pay dividends, capital gains, or income tax on any gains that you make. We can help you to understand the benefits of an ISA and help you to choose investments that match your objectives.

JUNIOR ISA

Junior ISA’s (JISA’s) allow you to save and invest money for your children, or grandchildren, in a tax-efficient way. We can help you to understand how JISA’s work and whether they might be right for you.

PENSIONS FOR CHILDREN

It might seem like a very long way off, but giving your children a head-start with their pension savings might be something that is important to you. It could also be the encouragement they need to be more engaged with their own finances in the future.

COLLECTIVE INVESTMENT ACCOUNT

These type of investment accounts give you a flexible way of holding a range of different assets, such as investment funds, in one convenient place. Unlike a pension or an ISA, Collective Investment Accounts do not offer any particular tax advantages.

ONSHORE / OFFSHORE BONDS

Investment Bonds are another way that you can invest your money smartly, often over a longer term to fit in with your overall financial planning objectives. We can help you to understand how they work and how they might benefit your financial plans now and in the future.

VENTURE CAPITAL TRUSTS / ENTERPRISE INVESTMENT SCHEMES

Investment options that are designed to help support new, small and entrepreneurial businesses in the UK. They offer growth potential and specific tax incentives as well as giving investors the opportunity to support British innovation and the economy.

The whole team here at Tarran & Co are dedicated to providing the best service to our clients, to help navigate their way through making those important financial decisions.

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The service I have received from this company, specifically Christine Tarran has been professional, patient, helpful and informative. I felt I could trust Christine to provide considered and impartial advice, bespoke to my personal situation and needs. The process was thorough and I felt I was empowered to make the right financial decisions for my present and future security.

Christine is outstandingly professional with an eye for detail and commitment to her work which is second to none. As a client of hers, I have always felt that my finances are in safe hands and that products recommended are thoroughly researched. She makes particular efforts to understand her clients needs from all aspects and regularly goes above and beyond the call of duty. 

Christine and her team helped me following the sudden death of my husband. She was kind and compassionate and has helped me feel more secure about my future.

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