About
TAG WEALTH MANAGEMENT Is a firm of Independent Financial Advisers and is both authorised and regulated by the UK Financial Services Authority. No. 114568 The firms, which is a partnership has existed in its current form since 1995.
The Partners are Allan Young and David Thompson who have worked together since 1983 The Head Office is in Sheffield, it has an office in Cannock in the Midlands and a branch in Spain.
TAG Wealth Management does not hold client money and we will never ask you to make a cheque payable to us except where we agree a fee beforehand for services provided.
TAG Wealth Management is opting into MiFID (Markets in Financial Instruments Directive) and is pass-ported to conduct business throughout Europe.
TAG Wealth Management carries Professional Indemnity Insurance in excess of £1.000.000.
