Reviewed for
Insurance and Protection ( 4 )
Pensions ( 47 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 34 )
Investments and Savings ( 78 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 24 )
Long Term Care ( 14 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 32 )
Financial Mentoring ( 5 )
( 1 )
Reviewers' assets
£500k+ ( 30 )
£200k - £500k ( 12 )
£100k - £200k ( 1 )
Review
by a verified client in Rutland
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need to provide a stable income stream for the long term and provide financial stability.
How has Susan Tait helped you?
She has provided the stability that I required
Have you seen the outcome you were hoping for?
Yes and this is ongoing
What could they have done better?
N/A
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Susan
Vey kind, professional and knowledgeable. Put us at ease,
Review
by a verified client in West Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Taking Voluntary redundancy/ early retirement from a job in financial services with a sizeable pension pot
How has Susan Tait helped you?
Advising on best way to use the money I have available and providing re-assurance about future finances
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing comes to mind.
Review
by a verified client in Ayrshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Many years ago I wanted to ensure that I would have a comfortable retirement with enough resources that I could use for care costs if required.
How has Susan Tait helped you?
By providing appropriate advice which has proved effective in the long term.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Can't think of anything.
Review
by a verified client in Cumbria
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had been actively investing in the stock market and other areas following a modular investment course but was posted abroad.
How has Susan Tait helped you?
We have been with Susan for many years following a switch from Case de Vere. I have previously recommended 2 members of my family but they remained with Chase de Vere, (Possibly due to geographic location). Susan has knows us well and her advise is always sound and perfectly tailored to our circumstances.
Have you seen the outcome you were hoping for?
Yes, my investments appear to have beaten the market, although as I pay the fees from my cash it is not completely obvious.
What could they have done better?
Nothing, everything has been handled in an exemplary manner.