Whichers Mortgage Desk

Tara has obtained the Diploma for Financial Advisers qualification and has recently been awarded the CISI Certificate in Advanced Financial Planning. Tara is motivated by long-term relationships with her clients and providing them with the peace of mind that their financial affairs are in order. I have been working at Whichers for 10 years and have brought with me a wide range of knowledge and experience, having worked in the financial services industry my whole working career.It is important to me that we maintain our excellent level of customer service at all times.

I have been a client of the firm for as long as the company has been in existence, 46 years. Since then Whichers have handled all of my insurance and investment affairs. The services provided have moved with the times and are very flexible in taking account of changing personal circumstances. It is very pleasant to be able to combine a highly professional relationship with a relaxed and long term friendship. I know that they can offer the same combination of relaxed informality and highly professional advice-giving to new, as well as long-term clients.

Our approach involves developing long-term relationships with clients who value a bespoke service. We take the time to find out what you require and how your financial planning should be tailored to meet your current and future objectives. The planning process starts by identifying in detail your current financial circumstances.

Our approach involves developing long-term relationships with clients and their families who value a professional but friendly service in what may be the most important financial transaction you will undertake. We will spend time with you either in our offices or if more convenient in your own home to discuss your mortgage and future needs.