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Tara Maynard

Director - Financial Planner at PM+M Solutions for Business LLP

Tara Maynard has a diverse work experience in the financial planning and advisory sector. Tara started their career as a Tax Advisor at Pierce in 2003 and progressed to providing personal tax advice to clients and managing personal tax returns and P11Ds. Tara then joined True Chartered Financial Planners in 2009, where they worked as a Paraplanner, dealing with a wide range of clients and gaining exposure to various financial products. Tara also served as a Customer Relationship Manager at True Chartered Financial Planners for a brief period. Since 2018, Tara has been a part of PM+M Solutions for Business LLP, initially serving as a Financial Adviser and currently holding the position of Director - Financial Planner. Tara prides herself on their technical knowledge of pensions, investments, and tax planning, and strives to provide clear financial guidance to clients. In 2020, Tara achieved the esteemed chartered financial planner status.

Tara Maynard attended Runshaw College from 2001 to 2003. During this time, they pursued A Levels in Accounting and Business Studies, as well as AS Levels in Economics, ICT, and Maths. No specific degree was mentioned in the provided information.

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Timeline

  • Director - Financial Planner

    July, 2023 - present

  • Financial Adviser

    January, 2018