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Meet The Team

Tara Dixon

I see it as a great privilege to be able to understand what and who matters most to my clients and what their aspirations are. From there I can formulate a plan to ensure they are on track to living a life well lived. There is so much information available relating to investments, taxation and other planning areas that people are often left feeling confused about what is best to do, I take pleasure in being able to provide tailored, unbiased and easy to understand advice to my clients. I offer general holistic financial planning to a range of clients however the majority of my clients are business owners.

I have a fast-paced work life so in my time off I like to unwind and can often be found running with my cocker spaniel Ernie. Saying that, I live in London so do enjoy trying new restaurants and catching up with friends.

Chartered Financial Planner

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