Susan Tait

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

Family inheritance

How has Susan Tait helped you?

Clear understanding of our financial and family outlook over the years with clear and understandable advice to meet it.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am still thinking and drawing a blank.

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

This was my husband`s decision probably to ensure some0ne knew what they were doing after his death

How has Susan Tait helped you?

She gives very clear understandable advice

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

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

The need for my long term investments to be professionally managed.

How has Susan Tait helped you?

Susan has professionally managed my finances for the last 29 years or so and I have absolute faith in her advice.

Have you seen the outcome you were hoping for?

My portfolio has consistently performed well and has provided me with a secure retirement income.

What could they have done better?

Nothing really. I am still not a great fan of the TPO app but that is hardly Susan’s fault.

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

Planning for retirement

How has Susan Tait helped you?

By recommending ways of consolidating our pensions to maximize growth potential

Have you seen the outcome you were hoping for?

Yes

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

I need advice from someone who was proactive in reviewing my portfolio

How has Susan Tait helped you?

Clear projection of future net worth. Sound advice on current investments and change needed.

Have you seen the outcome you were hoping for?

To an extent yes, it hasn’t been a great 12 months for investment