Tait Financial Services Ltd
Associate Partner Practice of St. James's Place Wealth Management
“I have known James for many years. I first consulted him for advice about what to do with my pension arrangements since the government changes left me confused and he has given me excellent, clear guidance. He is also someone I know I can completely trust to look after and protect my interests. I would highly recommend him.”
Simon Shore, Veterinary Surgeon, Swavesey
“As well as knowing James for many years he was also recommended to me by my accountant when I decided to take a greater degree of control over my pension arrangements. We meet regularly and he has been able to offer not only good advice but that most precious of resources, time. It’s unusual in this day and age to be able to actually consult with an advisor rather than simply fending off endless offers from financial institutions with no interest in the benefits of a long term investment relationship. His advice has been sound and the strategy we have agreed is sound. Finally it’s good to be able to work with a local advisor backed by a well-known company.”
“James is very thorough in his approach to giving sound financial advice. He is excellent at listening to our requirements and the putting forward the options available. He is excellent in explaining the details in language that we can understand fully the benefits and the risks. To us he is the ultimate professional but with a personable outlook. I would have no hesitation in recommending him.”
Doug Ive, Senior Estimator, Huntingdon
“James has a friendly and relaxed manner and never puts pressure on his clients whose investments are their first priority. He has lived in the area most of his life and has been involved in voluntary work for many years in the local community where he is well known and respected.”
Name Supplied, Civil Engineer, Cambridge
“James listened to my concerns and thoughts regarding my investments. I was able to discuss and understand my options. He explained everything well and I found his advice reassuring.
“I would recommend the financial expertise of James Tait.”
Simon Wood, Retired, Papworth Everard Cambridge
“James has been a great help explaining all the options available to me that suited my ethical stance and current budget. I did not feel pressured or confused by industry jargon as I have with past advisers. His transparent approach made the whole process extremely straight forward. I would highly recommend him.”
Michael Lakeland, Freelance Designer, Cambridge
“Having known James for many years, I have found his financial advice regarding my pension invaluable. Being able to discuss my investments on a one to one basis rather than from a faceless corporation makes me feel that my money is being invested safely and wisely. James is always free to talk and discuss things if I need advice regarding my pensions and the information received is easy to understand and well explained in simple layman’s terms. I wouldn’t hesitate in recommending James and St. James’s Place to anyone seeking advice with their investments.”
Matthew Garner, Charterered Engineer, Cambridge
“James has always put my interest first and helped me understand all of the options available to me. I would not hesitate in recommending James to anyone.”
Jane Christian, Cambridge
“Mr. Tait has provided us with excellent financial advice and the service throughout has been exceptional. I feel secure in the knowledge that our interests were foremost and would have no hesitation in recommending Mr. Tait to anyone seeking sound and trustworthy advice.”
Dr. T C Clubb, Medical Practitioner, Cambridge
“James has his commitment to his work and has shown this in his advice and ongoing service to myself. He takes your problems and provides the solution in his stride. No pain and total gain thanks to him. I have and will continue to recommend him to all. ”
James Foster, Managing Director
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.