Financial Planning & Advice
At Tacit Investment Management, our Financial Planning Service is exclusively available to clients who already have a Discretionary Investment Management relationship with us and who do not currently have a separate financial adviser. It offers targeted, one-off advice on specific financial matters, helping you make informed decisions with clarity and confidence.
Whether you are considering retirement options, improving tax efficiency or protecting your family’s future, this service supports your broader investment strategy and is designed to meet your needs at key decision points in life.
Financial Planning Service
Expert Advice, When You Need It
This service is designed for clients who already rely on us for the management of their investments and would benefit from occasional, professional advice on specific financial planning topics. It is not a full financial planning service and does not include regular reviews, but rather focused guidance delivered by someone who already understands your investment position.
By working with your existing wealth management team, you receive joined-up, relevant advice that complements your portfolio and wider financial goals.
Why choose Tacit?
Real Relationships. Real Returns.
Preserving and increasing the real value of your wealth over the long-term is our aim.
When it comes to investing, we think in market cycles, not just quarters. We always take a long-term view, and our objective is to.
Tacit was founded by seasoned investment professionals who believe that wealth management should be personal, disciplined, and clearly aligned with client outcomes. Our service is grounded in long-term relationships, many spanning generations, and our aim is to be a constant, trusted adviser in a changing world.
How the service works
One Question, One Answer, Expertly Delivered
Your Tacit adviser will meet with you to understand your goals and current circumstances. We will review any relevant arrangements and provide you with a written report outlining our recommendations, along with any associated risks, costs and next steps.
If you choose to proceed, we will support you through the implementation process, ensuring any recommended solutions are put in place efficiently and correctly.
Areas we advise on
We offer advice in the following areas:
Pension and retirement planning
We help you assess whether your retirement savings are on track, review your existing pension arrangements and advise on how best to build and draw income to meet your long-term goals.
Tax-efficient saving and investing
Our advice ensures you’re making the most of allowances and tax wrappers, structuring your investments for maximum tax efficiency across ISAs, pensions, and general accounts to preserve and grow your wealth.
Family and income protection
We assess your protection needs and recommend suitable solutions, such as life cover, critical illness or income protection, to secure your family’s lifestyle in the event of illness, accident or death.
Estate and inheritance tax planning
We guide you in planning how your wealth can be passed on smoothly and tax-efficiently, helping to minimise inheritance tax and support the future financial wellbeing of your chosen beneficiaries.
Who Is This For?
Our Financial Planning Service is available exclusively to clients who:
- ✔Already have a Discretionary Investment Management relationship with Tacit
- ✔Do not currently have an ongoing relationship with a separate financial adviser
- ✔Have a specific financial question or decision to address
- ✔Prefer to access expert advice as and when it is needed
- ✔Value advice that is integrated with their existing investment strategy
- ✔Want clear pricing, with no commitment to ongoing reviews
What You Can Expect
- ✔Regulated, one-off financial advice tailored to your need
- ✔A clear, written recommendation with practical next steps
- ✔Advice that aligns with your current Tacit investment strategy
- ✔Transparent, fixed-fee pricing agreed in advance
- ✔Optional implementation support from your Tacit team
Important Information
The value of investments, and the income from them, may go down as well as up and investors may not get back the amount originally invested.
Begin your journey
Tell us a bit about yourself and what you are looking for, using the form below. We will get in touch to find out how we can help. If you would prefer to phone, you can reach us on 0203 051 6450.
