Tara is an experienced Financial Adviser with over 10 years in the financial industry and a Diploma in Financial Planning.
After 12 successful years as a Family Solicitor, Tara moved into Financial Services, specialising in all aspects of property. In 2022, Tara was delighted to establish her own financial advice business, Poundgate Wealth Management, as part of The Advice Partnership from Prudential.
Tara helps people achieve financial security by providing expertise across all areas of financial planning, including retirement, investments, and estate planning. She takes pride in providing investment solutions to meet her clients’ needs, following a rigorous assessment of their individual financial circumstances.
Quite simply, Tara provides sound, personal and expert advice.
In her spare time, Tara enjoys travel and spending time with her family.
From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.
Poundgate Wealth Management Ltd is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.
M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.
M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.