Chartered Financial Planner
Tara provides holistic financial advice to her clients and works to maintain long-term relationships built on trust. She ensures her clients financial affairs are easy to understand so they have clarity and peace of mind on their position, also, Tara is highly qualified having received the CISI Certificate in Advanced Financial Planning.
Tara lives in the Surrey Hills where she can often be found running with her Cocker Spaniel Ernie. Tara is a Board member of BITA (British and Irish Trade Alliance) and a member of the Development Committee for the charity ICAP.
Independent Financial Adviser
I have been working at Whichers for 10 years and have brought with me a wide range of knowledge and experience, having worked in the financial services industry my whole working career. It is important to me that we maintain our excellent level of customer service at all times.
I am married with two teenage children and life is always busy, with their school and sporting activities. We are lucky to be able go on an annual ski trip and enjoy the chance to go aboard as often as we can.
I have 30 years’ experience in financial services and now specialise in mortgages and all areas of protection. In 1989 I joined the Prudential as an ‘office boy’ and worked my way up to become a Financial Adviser. 2001 saw me join Whichers and a few years later I had the privilege of becoming a Director of the company.
Although I have a base in the office, I spend the majority of my time ‘out on the road’ seeing clients, at a time convenient to them, which may be day or evening. I have known most of my clients for many years and they have become friends. I have seen their children grow, and I am now helping those children.
My hobbies, when not at work, include spending time basking in the sunshine in Portugal and following Spurs, a team I have supported since childhood.
I have worked at Whichers for over 30 years, starting as an office junior in the 1980’s. Over the years the scope of my role has increased as I have developed my skills and responsibilities. I pride myself on my reliability and organisational abilities and now have a key role as an Admin/PA with a wide knowledge of the business and Whichers’ clients.
I am a mum of 2 grown up children, one of which now lives in Australia. I am a member of our local Rock Choir which has given me many fabulous opportunities, including recording at the famous Abbey Road Studios!
I have been working at Whichers since 2017 initially working as a mortgage administrator before switching to my current role as a financial administrator.
I am a mother to 4 children and enjoy running in my spare time.
I have been working here since April 2014 working within the mortgage team, my role is to provide administration support to the Mortgage Adviser helping them with my knowledge and skills I have developed since working here.
The best part of the job is my involvement in the application process seeing it right from the beginning to when it completes its satisfying to me I know I have a small part in helping clients achieve their aims.
I have been working at Whichers since 2003 and most of my time is spent working within the mortgage team. I assist the Mortgage Adviser in the processing of applications from start to completion and help to ease any problems that may occur along the way.
A mortgage can be one of the biggest financial transactions someone can take on and often involves a mountain of paperwork. A very satisfying part of my job is my involvement in the process. My skills assist the Advisers and also make the process easier and less stressful for clients.