Important Information

Risk Warning

This website is designed to provide information about TAG Financial Planning Ltd. Any reference to investment products are for educational purposes and should not be considered investment advice or an offer of any security for sale. Such references do not represent a recommendation of any particular security, strategy or investment product. Information contained on this website has been obtained from sources believed to be reliable, but is not guaranteed.

Please be aware that the value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.

Past performance is not a guide to future returns. Current tax levels and reliefs may change. Depending on individual circumstances, this may affect investment returns.

Privacy Policy

At TAG Financial Planning Ltd, we’re committed to protecting and respecting your privacy. By using our website, you’re agreeing to be bound by this Policy.

Our Privacy Policy explains when and why we collect personal information about people who visit our website, how we use it, the conditions under which we may disclose it to others and how we keep it secure.

TAG Financial Planning Ltd acts as a controller for the personal information you provide.

For more information, please check our Privacy Policy.

Complaints Policy

In the event that you ever have to complain, you should contact: The compliance officer at Stonyroyd House, 8 Cumberland Road, Leeds, West Yorkshire, LS6 2EF or by phone 0113 224 2800.

For more information, please check our Complaints Policy.

Financial Ombudsman Service

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves.

To contact the Financial Ombudsman Service please visit

Raindrop Self Serve Pension

The commercial agreement we have with Raindrop DOES NOT affect the charges you pay Raindrop and our fee has no bearing on the returns you will receive.

The provider (Raindrop) will pay us an introducer fee for every pension that is set up and an initial investment is made, which has been introduced by TAG Financial Planning or any accountancy firm that is a member of the TAG Community.

Contact Us

Address Stonyroyd House, 8 Cumberland Road, Leeds, LS6 2EF
Phone 0330 350 3215