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:
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.
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...
I would have no hesitation at all in recommending James and Tait Financial Services to anyone. Following the sudden loss of my husband, James has helped me make investments that will provide me with an income in the future. James is very professional, helpful and always listens to my questions and c...
James always listen carefully to my investment objectives. His support and advice have been hugely valuable in helping me choose the best course of action to meet my long and short term needs. I wouldn't hesitate in recommending him to anyone looking for a trustworthy adviser.
I rely on James to manage the majority of my investments. He ensures we have regular meetings and phone-calls, listens carefully to my needs and preferences, suggests suitable investment options and explains everything clearly. He then carries out my instructions diligently and reports back as neede...
James Tait has been our family financial adviser for several years and has always been readily available to offer concise financial advice tailored to our circumstances, such that we are able to plan our future affairs with confidence. I have previously recommended James to friends and would readily...
James has always put our interests first by giving us honest and trustworthy advice. James comes to us on a regular basis to review our finances and to make sure our financial plan is still relevant. We would not hesitate to recommend him to anyone.
I initially approached James with a straightforward query, where he gave me sound guidance and followed up the query promptly. I have found James to be knowledgeable, he is able to explain complex matters in a non-jargon manner and is genuine in his approach to his client’s needs. I will certainly r...
Following an NHS pre-retirement seminar, I arranged a consultation with James. This gave the opportunity to discuss a bespoke flexible retirement plan, maximising my pensions and investments and offering sound advice, reassurance and please of mind that my retirement years will be provided for. I ha...
James has always given me clear, sound advice and as a result I have always felt I have been able to make informed decisions. He takes the time to listen to clients and so is able to tailor his advice to individual needs very successfully. I would definitely recommend him to anyone.
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...
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...
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 ulti...
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.
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.
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 re...
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 d...
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.
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.
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.
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...
I would have no hesitation at all in recommending James and Tait Financial Services to anyone. Following the sudden loss of my husband, James has helped me make investments that will provide me with an income in the future. James is very professional, helpful and always listens to my questions and c...
James always listen carefully to my investment objectives. His support and advice have been hugely valuable in helping me choose the best course of action to meet my long and short term needs. I wouldn't hesitate in recommending him to anyone looking for a trustworthy adviser.
I rely on James to manage the majority of my investments. He ensures we have regular meetings and phone-calls, listens carefully to my needs and preferences, suggests suitable investment options and explains everything clearly. He then carries out my instructions diligently and reports back as neede...
James Tait has been our family financial adviser for several years and has always been readily available to offer concise financial advice tailored to our circumstances, such that we are able to plan our future affairs with confidence. I have previously recommended James to friends and would readily...
James has always put our interests first by giving us honest and trustworthy advice. James comes to us on a regular basis to review our finances and to make sure our financial plan is still relevant. We would not hesitate to recommend him to anyone.
I initially approached James with a straightforward query, where he gave me sound guidance and followed up the query promptly. I have found James to be knowledgeable, he is able to explain complex matters in a non-jargon manner and is genuine in his approach to his client’s needs. I will certainly r...
Following an NHS pre-retirement seminar, I arranged a consultation with James. This gave the opportunity to discuss a bespoke flexible retirement plan, maximising my pensions and investments and offering sound advice, reassurance and please of mind that my retirement years will be provided for. I ha...
James has always given me clear, sound advice and as a result I have always felt I have been able to make informed decisions. He takes the time to listen to clients and so is able to tailor his advice to individual needs very successfully. I would definitely recommend him to anyone.
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...
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...
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 ulti...
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.
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.
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 re...
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 d...
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.
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.
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.
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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.