Tennant Wealth, FSP 48903, independent advice
Wealth
Hands-on, hassle-free investing, from advisers tied to no one.
Tennant Wealth is a team of independent financial advisers. Because we are not tied to any insurer or asset manager, we use a multi-manager approach, selecting and blending the best managers for each asset class, across local and offshore options.
Local and offshore portfolio options
A range built around your goals and your appetite for risk.
- Balanced Investment Portfolios
- Capital Protection Portfolios
- Cash and Money Market Funds
- Endowment Wrappers
- Equity Portfolios
- Interest-Bearing Funds
- Living and Life Annuities
- Preservation of Pension and Provident Funds
- Retirement Funds
- Unit Trusts
Planning and protection
Alongside investments, we provide structured financial planning and personal risk protection, including life cover, income protection and critical illness cover. Being independent, we draw on a wide range of insurance companies to find the right fit, rather than defaulting to a single provider.