Tag Professional Devon, UK

Tag Professional is committed to providing a range of specialised planning services to ensure the continued financial growth and security of our clients. We offer our services to clients in a wide range of locations, including London, Devon, and South East England. Tag Professional has experience in many areas of the broader financial planning industry and therefore has a unique insight into the current market which allows us to offer a holistic financial planning service. Our team works closely with you to understand your financial planning needs. We consider all of your financial objectives, goals, and concerns to craft a strategic plan that is perfectly suited to your requirements. After we have provided you with your strategic plan, we enlist one of our partner Specialist Advice Firms (SAFs) to provide their expertise in executing each individual component part of your financial plan. Each SAF specialises on the topic to which they are assigned in relation to your financial plan. Tag Professional remain in regular communication with you throughout the process. We handle the project management of your plan as we move through the process in a triangular relationship with you and the SAF. Sebastian oversees Tag’s business improvement projects and provides strategic planning support in relation to our client’s ongoing planning needs. Once planning objectives are assessed, a strategy is formulated and Specialist Advice Firms (SAFs) are instructed, Sebastian works very closely with our clients and SAFs to ensure that excellent service is provided throughout the entire process. Terry has been involved in financial services for nearly 30 years having worked for both large PLC companies and at Director level in multiple IFA firms. It was in 2005 that Terry first felt the need to create Tag to ensure that there was clear separation of planning and project management from advice in an effort to better help clients ascertain and achieve their overall goals.