Independent Financial Advisers
Independent advice,
built around you
Every client we work with has a story — a business they have built, a family they want to protect, a future they are working towards. At Tarian, we believe your financial plan should be as individual as you are, built around what matters most to you
Regulated by
FCA
Qualified
Chartered IFA
Independent
Whole of Market
About Tarian
Planning that
protects what
matters most
Tarian is the Welsh word for shield — chosen as a tribute to our founder's Welsh roots, and as a symbol of what we do. We stand between our clients and financial uncertainty, helping individuals and families protect the futures they have worked hard to build at every stage of life.
Founded by Nick Rogers, a chartered financial planner, after nearly a decade working within large corporate financial services firms, he became increasingly disillusioned with the direction the industry was heading. The relentless focus on efficiency — more automation, more call centres, fewer human connections — which felt fundamentally at odds with what financial advice should be about.
That conviction is why Tarian Financial Planning was founded. We embrace modern technology where it genuinely helps, but we will never lose sight of our core values. In a world obsessed with speed, we focus on the best outcome for our clients — regardless of how long it takes. And with us, you will always be able to speak with a human being who understands that you are far more than just a number.
100%
Independent advice
FCA
Regulated & authorised
WoM
Whole of market access
Awarded by the Chartered Insurance Institute — the highest standard of professionalism in financial planning, recognised across the UK profession.
What we offer
Comprehensive financial
planning services
How it works
A clear process,
no surprises
01
Initial Consultation
A complimentary conversation to understand your situation, goals and what you're looking to achieve. No obligation, no jargon.
02
Fact Find & Analysis
A thorough review of your finances, circumstances and objectives. We gather everything needed to build the right picture.
03
Your Personalised Plan
A bespoke written recommendation tailored entirely to you — clear, transparent and explained in plain English.
04
Ongoing Review
Life changes. We stay in contact, review your plan regularly and adapt as your circumstances and goals evolve.
★★★★★
“Nick has been super helpful explaining all options available to us & providing modelling of what each looked like and making recommendations based on our needs. Nick has been instrumental navigating the forms and organising us, making sure we had full understanding & support at each stage of the process.”
Mr & Mrs Jones - Retirement Planning
★★★★★
“Nick has been a great help with the inheritance planning, we took his advice and we are happy with the outcome. Nick then advised us with investment options which we have now started. We are looking forward to continue working with Nick for many years.”
Mr & Mrs Tucker - Estate Planning
★★★★★
“Nick has taken a considerable amount of time to really understand my situation, priorities, risks and new opportunities open to me. He's supported me to make a more creative choice for how my inheritance can be used to support me and my family in the long-term. I've been impressed by his approach and his patience in reviewing, explaining and delivering options.”
Mr & Mrs James - Investements
Get in touch
Ready to protect your
financial future?
Book a complimentary initial consultation. No commitment, no pressure — just a straightforward conversation about where you are and where you want to be.