With 20 years of experience in the financial service sector working for some of the major companies in the industry and I am now putting this experience and expertise into providing a financial planning service through my own practice, Tait Financial Services.
To enable me to provide my clients with the best possible service I have aligned my business with St. James’s Place Wealth Management as they share my vision of high quality financial planning advice.
My aim is to build a well-respected and trusted financial advice practice that allows me to provide my clients with a cradle to grave service specialising in the following areas:
- Savings and Investment Planning
- Retirement Planning
- Pension Income
- Protecting your Family and Business
- Tax Planning