Reviews and Ratings for Financial adviser Tara Wood, Gloucester

Tara Wood

Independent Financial Adviser

In work

Tara joined the company in June 2012, having worked for 20-plus years as a financial adviser for two high-street banks.

At Cheltenham IFA, Tara specialises in pensions and investments.

Tara loves the culture here and relishes working for a firm that prioritises client service and satisfaction. She’s proud to be part of a team of conscientious, knowledgeable, and experienced people.

The thing Tara loves most about her job is her clients, especially those she’s worked with for many years. Tara greatly values the trust they place in her and the friendships that have stemmed from ongoing advice meetings.

Outside of work

In her spare time, Tara enjoys walking her dog, playing netball, and reading.

Tara considers herself very lucky to have a wonderful family and friends who she enjoys spending quality time. She also likes watching her sons play rugby, as well as travelling and meals out with her partner.

Tara is happiest outdoors, enjoying activities such as skiing, bodyboarding, and paddleboarding.

Tara in the spotlight

My favourite holiday destination is…

South Africa. For a special birthday, I holidayed there, and it was truly amazing!

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