Susan Tait

Susan Tait

The Private Office

Minimum savings/pensions: Over £500,000

0330 038 8938
Based in Harrogate
View location
Top Rated 2026
Verified since: November, 2018
4.9 out of 5

130 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 09 March 2026

    Susan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Susan's status

  • 26

    Recent Client Reviews

    Verified reviews: 100%

    Susan has received 26 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 08 October 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Susan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Susan has provided information on their typical fees

    Susan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 16

    Positive First Impressions

    94% of users who are not yet clients had a positive first experience with Susan

    94% of VouchedFor users have had a positive (4 or 5 star) first experience with Susan (based on 16 first impressions)

I am a Chartered Financial Planner and have been an independent financial adviser for over 24 years. I am one of the firms founding partners. I advise on all aspects of financial planning, and since 2003 have specialised in advising individuals and families where a client has suffered catastrophic personal injury or clinical negligence. I also has a wealth of experience in this area working with Trusts and trustees, and lay and professional deputies and understands the needs of my clients and how to support their team of professionals. I have a highly personalised and empathetic approach towards my clients and very much believe in long term relationship with them throughout their lifetime. I live in Yorkshire and have two small (very energetic) boys to run after to keep fit, alongside yoga practise whenever I can.