Susan Tait

What were the circumstances that caused you to initially look for an adviser?

I required expert help in investing.

How has Susan Tait helped you?

Susan’s knowledge, expertise, advice and ability to explain in detail to me how my portfolio is progressing has always helped me greatly.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

What were the circumstances that caused you to initially look for an adviser?

I am self employed and wanted advice to plan for my financial security

How has Susan Tait helped you?

provided advice over the past 4 or 5 years

Have you seen the outcome you were hoping for?

Yes

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

Please provide a brief comment about your experience with Susan

Vey kind, professional and knowledgeable. Put us at ease,

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.