Tasha’s family are from a banking background and with great pride, she followed in their footsteps. After working within the banking sector for two decades, Tasha decided to change paths and moved into a Senior Financial Planner position in Durban, South Africa in 2011. Her reasoning for this was “I enjoy helping my clients make sense of their goals and aspirations, building relationships with my clients and their families to help them plan their financial futures. I love what I do because I know I make a difference to my clients’ lives. I do this by stepping in their shoes and always putting their needs first, and my job is to help them “connect the dots.”

During the very difficult time of Covid and living apart from Tasha’s parents in South Africa, she realised what is truly important for her and her daughters. It was about family. Tasha and both her daughters, Ashlee and Emma, together with their spaniel Cassey, relocated to the beautiful Devon in the United Kingdom in December 2020.

Tasha’s reputation and wealth of experience from over three decades in the Financial Services industry, coupled with her desire to offer high quality, tailored Financial Planning services to help clients achieve their goals, aspirations and dreams, meant that setting up her own business was a natural step in her journey. Tasha Pullen became the Director of Hamilton Pullen Financial Planning, a Partner Practice of St. James's Place, in January 2022.

At Hamilton Pullen Financial Planning, clients are the beating heart of the business, and Tasha is dedicated to ensuring that every person that walks through our doors, virtually, or in person, feels valued and appreciated.