About James Tait

James Tait

BA (Hons) DipPFS

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 Planning
  • Protecting your Family and Business
  • Tax Planning


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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...
Private client |Retired, Cambridge

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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.

Tait Financial Services Ltd is registered in England and Wales, Number . Registered Office: .