Tankard Wealth is an international financial advisory and wealth management company that caters for high net worth individuals’ financial objectives and goals by assessing their financial circumstances, and using our expertise to reach a solution.  Our services include, but are not limited to; pensions, trusts, lump sum investments, ISAs, portfolio management, inheritance tax planning and international investments.  We also specialise in the investment management of corporate pension schemes and charities for their trustees.

Managing Director Adam Tankard is a Chartered Wealth Manager, and this qualification shows the dedication and ethical stance to the profession he is in, and ultimately resonates down to the attitudes of the firm and the relationship with its clients.  A Chartered Member of Chartered Institute for Securities and Investment, he has been recognised for his examination achievements, opened the London Stock Exchange and has been highly commended by the Financial Times for Newly Qualified Adviser of the Year by the Minister of State for Pensions, The Right Honourable Baroness Ros Altmann. Adam believes that with his know-how and involvement in the UK and international markets it is naturally the right time for Tankard Wealth and its advisers to grow.

Tankard Wealth

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