0330 038 8941
Based in Llanelli
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: April, 2024
5 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Tanya is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tanya's status
Last checked: 20 July 2025
Tanya is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tanya's status
8
Recent Client Reviews
Tanya has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tanya has received 8 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 18 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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Tanya has not yet added their qualifications to their profile
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Tanya has not yet added their qualifications to their profile
Transparent Fees
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Tanya has not yet added their fees to their profile
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Tanya (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Tanya
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Tanya (based on 4 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Tanya is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tanya's status
Last checked: 20 July 2025
Tanya is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tanya's status
8
Recent Client Reviews
Tanya has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tanya has received 8 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 18 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Tanya has not yet added their qualifications to their profile
Qualifications not yet added
Tanya has not yet added their qualifications to their profile
Transparent Fees
Tanya has not yet added their fees to their profile
Fees not yet added
Tanya has not yet added their fees to their profile
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Tanya (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Tanya
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Tanya (based on 4 first impressions)
I have worked in the financial industry since 2001. Roles I have held include Business Banking, Mortgages , Premier Banking and Financial adviser ( HSBC, Barclays and Arian Financial Planning Ltd ) My particular areas of interest are investments, pensions both pre and post retirement and inheritance tax planning. I thoroughly enjoying getting to know my clients and understanding their short, medium and long term goals. My client base is very diverse ranging from young professionals just starting their financial planning journey to much older clients completing theirs. I cover all of South Wales and always have a pair of wellies to hand for farm visits ! I am passionate about my job and helping others with complex financial matters. I won't use jargon to baffle my clients and I aim to explain things in plain English for them to understand the potential gains and risks. My spare time tends to revolve around my family and pets ! We all enjoy being outside exploring the beautiful coastline where we live.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Tanya's clients
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