Tarnia Elsworth
Financial Adviser
Lancashire
Likes
79
Rating
About me
I am a down to earth, Lancashire lass, with a passion for helping people protect and grow what they work so hard to build.
I love talking to folk about their planning, when they want to retire, and what that looks like for them.
I can then help them to make the right pension and investment choices to try and reach those goals.
I also like talking to people about their ethical preferences and what that means for their planning options, planning in line with peoples values is key and I approach that I love.
In terms of insurance, there is a tendency for people to use comparison sites to get their personal and business insurances, but I don’t think you can beat the peace of mind that speaking to a qualified professional brings.
No question is a daft question! You don’t know what you don’t know. So, please don’t be afraid to ask.
When I am not helping our wonderful clients, I love spending time with my family, eating the treats that my wife Annabel has baked, and cheering on the mighty Morecambe FC: Up The Shrimps!
My details
I like helping people on:
Pensions - Approaching retirement
Insurance
Advice to business owners
Family Financial planning
My qualifications:
Certificate in Mortgage Advice
Level 4 Diploma for Financial Advisers
My charging model:
Ongoing % fee
Have a look at my responses to readers' questions
What people say
Client review
Verified
16 August 2022
Best by far!
Really helpful, really knowledgeable, have recommended Tarnia many times, wouldn’t consider going anywhere else
Ruth
Client review
Verified
31 July 2022
Excellent
Friendly, approachable and professional and always happy to answer questions.
Riki
Client review
Verified
31 July 2022
Critical illness and life insurance
My husband and I contacted Tarnia to review our Life insurance and Critical Illness cover. I'm so glad we contacted them. Tarnia was so easy to talk to, she went through exactly what we needed and found us a policy that not only saved us money, but gave us better cover. It was effortless,easy to understand and with no fuss. I'd highly recommend speaking to her to get peace of mind and a great service.
Carrie