Welcome to Tait Financial Services, situated in the heart of Cambridgeshire, providing a traditional financial planning service where an ongoing relationship with individuals and companies lies at the heart of the business.
I believe face to face advice and building long term relationships with my clients allows me to provide a cradle to grave service that will take into account the changing circumstances that always occur over a lifetime, tailoring solutions for your ever changing needs.
Being a Partner Practice of St. James's Place Wealth Management means I can not only advise you in my areas of expertise, but I also have the experience and expertise provided by other members of St. James's Place when required along with products and services from other providers which have been carefully selected to complement and enhance the range of the St. James's Place Wealth Management Group products on offer.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
We do not provide 'off the shelf' solutions. We put our clients at the heart of everything we do.
We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
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I would highly recommend James to provide and support the decision making involved with making a financial investment. I found him to be patient and good at explaining things when I didn't understand. I didn't feel pressured to do anything which I didn't want to do and feel that the choices James he...
The Partner Practice is an Appointed Representative of and 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/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.