Grow your wealth with ISAs, SIPPs, and expert financial planning from our FCA-regulated advisers. Whether you're starting with £50 a month or managing a six-figure portfolio, we provide personalised guidance to help you achieve your financial goals.
Up to £20,000 can be saved or invested tax-free every year. Use it wisely to shield your returns from income tax and capital gains tax. Our advisers help you choose the right ISA mix for your risk appetite and goals.
The ISA allowance resets every April 6th. Unused allowance doesn't roll over — use it or lose it. Our advisers recommend splitting your allowance across cash and investments based on your timeline and risk tolerance.
Already have ISAs elsewhere? Transfer to Tamarack without losing your tax-free status. We handle all the paperwork and transfers typically complete within 15 working days.
We offer a full range of pension solutions, including Self-Invested Personal Pensions (SIPPs), workplace pension management, and pension consolidation services. Our retirement specialists create bespoke plans that adapt as your life changes.
Whether you're 25 and starting your first pension, or 55 and planning your retirement income, we provide clarity and confidence. We charge a flat 0.75% annual management fee — significantly lower than industry average of 1.25%.
Pension contributions receive tax relief at your highest marginal rate. A £100 contribution costs basic rate taxpayers just £80, and higher rate taxpayers just £60.
For members with £100,000+ to invest, our Chartered Financial Planners create a tailored strategy aligned with your life goals, risk tolerance, and tax situation. We operate on a fee-only basis — no commissions, no conflicts of interest.
We don't believe in timing the market or chasing last year's winners. Our investment philosophy is built on decades of academic research and real-world experience.
Spread investments across asset classes, geographies, and sectors to reduce risk without sacrificing returns.
Keep fees low using index funds and institutional share classes. Every pound saved in fees compounds over decades.
Regular rebalancing and systematic investing remove emotion from decisions. Stay the course through market volatility.
Past performance is not a reliable indicator of future results. Returns shown are net of fees. Market conditions can cause values to fall as well as rise.
Capital at risk. The value of investments can fall as well as rise and you may get back less than you invest. Past performance is not a reliable indicator of future results. Tamarack Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority (FCA No. 987654). Tax treatment depends on individual circumstances and may be subject to change.
Book a free, no-obligation consultation with one of our Chartered Financial Planners. Available in-person at our Carlisle office or via video call.