Susan's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 64 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 48 )
Investments and Savings ( 108 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 41 )
Long Term Care ( 20 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 59 )
Financial Mentoring ( 9 )
( 2 )
Reviewers' assets
£500k+ ( 47 )
£200k - £500k ( 14 )
£100k - £200k ( 1 )
Up to £50k ( 1 )
Review
by a verified client in Cheshire
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed financial advice to provide long term care for son in future
How has Susan Tait helped you?
Invested funds well which have resulted in considerable returns with limited risk
Have you seen the outcome you were hoping for?
Very much so.
What could they have done better?
Lack necessary financial acumen to make a considered judgement
Review
by a verified client in East Riding
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investments
How has Susan Tait helped you?
Susan has been of invaluable help and is an expert in her field.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in West Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Susan has been our financial advisor for twenty three years, which in itself must speak volumes. Initially it was to save and develop a portfolio and private pension in addition to our NHS pensions. Now in retirement it is to manage our investments, pension, and income for the present and future.
How has Susan Tait helped you?
Susan has been there to help us over many years. Susan is very much a friend, who I always enjoy meeting on our six monthly visits, where we look at the whole gamut of investments with TPO. Always good advice, which feels personal to us rather than generic. There is never any pressure to make quick decisions, we only do that when we feel comfortable.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing I can think of.
Review
by a verified client in Merseyside
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A recognition that I needed to improve the current management of my finances, and planning for the future.
How has Susan Tait helped you?
She has had a highly beneficial influence on achieving my objectives. Her advice and guidance have been most welcome.
Have you seen the outcome you were hoping for?
Yes, most certainly.
What could they have done better?
Nothing that occurs to me.
Review
by a verified client in Rutland
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to build up my investments primarily for retirement purposes
How has Susan Tait helped you?
Susan has managed my investments for many years and I am now in a position to enjoy my retirement with financial confidence.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing