Susan Tait

Review from verified client

April, 2024

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

Required Investment and Pension advice

How has Susan Tait helped you?

By providing all of the advice required over a long period of time

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

First impression from a user who is not yet a client

March, 2024

Please provide a brief comment about your experience with Susan

Excellent introductory meeting. No sales pressure just sensible explanations and next steps offered.

Review from verified client

January, 2024

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

Inherited money requiring investment

How has Susan Tait helped you?

Successful investing

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Don’t know

Review from verified client

January, 2024

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

I use an adviser in order to optimise the returns on my investments. This gives me a sense of greater confidence and a peace of mind that allows me to get on with the rest of my life.

How has Susan Tait helped you?

Susan takes a very pragmatic approach to providing advice. She pitches her expertise at a level consistent with the level of financial understanding of the client. I find that I get all the information and advice that I need to make confident decisions about financial planning and investments. Susan's holistic approach ensures that she has a full understanding of the client's relevant personal circumstances and needs before providing clear and comprehendible advice.

Have you seen the outcome you were hoping for?

Yes, taking into account the vagaries of the markets, I am entirely happy with the results of my investments.

Review from verified client

January, 2024

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

The realisation that we had some money to spare in bank/building society accounts and that we needed expert help to invest it.

How has Susan Tait helped you?

Identifies and explains options. Prepares paperwork for us to sign. Is always on hand to answer any queries, along with other staff at TPO. Proactive in drawing our attention to action needed or recommended. Monitors our investments and gives us information about them and other possibilities. In addition, holds annual review with us in person or online. Wider financial information is also available on the website.

Have you seen the outcome you were hoping for?

To a large degree

What could they have done better?

Hard to think of anything.

Review from verified client

December, 2023

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

Large inheritance

How has Susan Tait helped you?

Removed worries over long term finances

Have you seen the outcome you were hoping for?

Work in progress

What could they have done better?

Nothing

Review from verified client

December, 2023

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

Investing lump sum to receive monthly income

How has Susan Tait helped you?

Reassuring advice on management of lump sum and other income

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2023

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

I continued, following the death of my husband.

How has Susan Tait helped you?

She has a been a great help, friendly and caring, understanding my needs, during the time I’ve known her. Her professional advice, has been sound, she’s dealt with it with great care and attention , I’m confidant in all she’s achieved for me .

Have you seen the outcome you were hoping for?

I am more than happy

What could they have done better?

N/A

Review from verified client

December, 2023

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

Need to maximise return on investments and to secure post -retirement financial security.

How has Susan Tait helped you?

Susan has helped me budget for my retirement and put in place tax efficient solutions to enable me to retire with confidence that I will have sufficient funds for my needs.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing really.

First impression from a user who is not yet a client

November, 2023

Please provide a brief comment about your experience with Susan

My first impression having spoken to Susan Tait, over the phone on just one occasion, was good. Susan listen to my thoughts and ideas and offered an outline of potential solutions. Importantly she seems to understand my philosophy on life. Particularly on finance and wealth matters My wife and I have a meeting with Susan in Leeds next week. After that meeting I will have a far better idea of my impression and if Susan and I can work together. So far so good. Thanks, Mike Moloney

Review from verified client

September, 2023

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

Preparing for school fees having received an inheritance

How has Susan Tait helped you?

Sound professional advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Hard to say

Review from verified client

September, 2023

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

My brother received financial compensation and his money is in a trust fund. That needed managing to ensure he has money for his care.

How has Susan Tait helped you?

Susan has provided sound advice and managed the money well through the difficult recent years. She has always given a us a very personal but professional service. She is very approachable and always has time for you.

Have you seen the outcome you were hoping for?

Yes indeed

What could they have done better?

Nothing

Review from verified client

September, 2023

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

I have inherted what my husband set up and am happy withit

How has Susan Tait helped you?

Always there to answer questions

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Review from verified client

August, 2023

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

Capital to invest but not sure of the best routes

How has Susan Tait helped you?

Been clear of our situation and risk profile and recommended accordingly. Recent recommendations have address the high level of fees to achieve a static fund.

Have you seen the outcome you were hoping for?

Yes, overall the results have been good, up to the last couple of years, but we have have still maintained our funds less the costs of managing them.

What could they have done better?

Not sure. No doubt something but we have been very satisfied with the personal service.

First impression from a user who is not yet a client

August, 2023

Please provide a brief comment about your experience with Susan

Initial experience excellent. Susan came across as both personable and professional. She left me feeling confident that both she and the staff at TPO would be pleasant to work with and provide me with a good service.

Review from verified client

July, 2023

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

Awarded a medico-legal financial settlement

How has Susan Tait helped you?

Susan is warm, friendly and approachable. She has always given good financial advice and she and her team seem to invest well on our behalf.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

June, 2023

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

I felt I was not competent in knowing how best to invest money myself

How has Susan Tait helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

Review from verified client

May, 2023

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

Retirement and redundancy

How has Susan Tait helped you?

yes

Have you seen the outcome you were hoping for?

yea

What could they have done better?

no

Review from verified client

May, 2023

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

My specialism is not Finance so I felt it prudent to obtain expert advice.

How has Susan Tait helped you?

She has passed her knowledge of market trends when required.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Quite satisfied

Review from verified client

January, 2023

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

Ah inheritance.

How has Susan Tait helped you?

Guiding advice throughout our changing personal circumstances

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Difficult to see

Review from verified client

December, 2022

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

Planning for old age

How has Susan Tait helped you?

Friendly, helpful advice. Patient and understanding. Regularly checks our needs are being met. Explains any changes in detail.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

NA

Review from verified client

December, 2022

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

Following an accident I needed to plan for the future and Susan helped by advising me the best options for my long term financial future.

How has Susan Tait helped you?

Susan has helped with any queries and assistance at ant time and is always available either by phone, text or email to help with any problems and what would be the best way to release funds if required

Have you seen the outcome you were hoping for?

for over twenty years the plan was working well with really good returns but the resent problems, covid and the war in Ukraine has seen a downturn in the financial market but hopefully things will eventually return to where things were

What could they have done better?

Nothing really

Review from verified client

December, 2022

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

Planning for retirement

How has Susan Tait helped you?

By giving clear, professional advise over approximately 20 years prior to me retiring.

Have you seen the outcome you were hoping for?

Very much so

What could they have done better?

Can’t think of anything

Review from verified client

December, 2022

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

Continuity, following the death of my husband

How has Susan Tait helped you?

Supportive and helpful during a difficult adjustment.Given me sound advice, in a way that’s been understandable band helpful to me

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Review from verified client

December, 2022

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

Death in the family

How has Susan Tait helped you?

Setting up investment portfolio and additional pension.

Have you seen the outcome you were hoping for?

It's very early days yet, markets are slow and gains are small as Susan predicted.

What could they have done better?

Not that I'm aware of.

Review from verified client

December, 2022

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

Required accurate and dependable advice

How has Susan Tait helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Review from verified client

November, 2022

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

Recommend

How has Susan Tait helped you?

Professional friendly advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Could not have done better.

Review from verified client

November, 2022

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

Investment advice

How has Susan Tait helped you?

By doing her job well

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Review from verified client

November, 2022

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

david was with the court of protection for all his money we did not get the information that susan tait gave us over the many years we have been with her she makes sure davids money is working for him

How has Susan Tait helped you?

she sorts out david money for him making sure he has enough for to live comfortable though the year

Have you seen the outcome you were hoping for?

yes very much so susan works very well for him

What could they have done better?

i cant think susan could have done anymore considering the current world situation

Review from verified client

August, 2021

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

Was investing originally in Bonds. Did quite well and was advised to use Chase de verse and let them advise on the profits. When that company was sold I went with Susan Tait who was one of the original partners

How has Susan Tait helped you?

Gave us advice upon retirement with the best way forward. We wanted safe returns and have enjoyed the benefits ever since

Have you seen the outcome you were hoping for?

Most certainly. I never needed reviews. Susan showed confidence at the beginning. I never had to second guess her and her advice has been solid throughout world wide financial crisis

What could they have done better?

Nothing as far as I can see. Susan is considered a friend of the family having dealt with our financial affairs for many years. Her advice has never been questioned and we have weathered many world wide financial crisis without loss of money. What more could we ask for. I don’t need to see any reviews to know that I am dealing with someone who k own what they are doing and give you every confidence When making suggestions,

Review from verified client

July, 2021

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

Pension and financial planning

How has Susan Tait helped you?

Advice regarding various pensions, investment of pensions, retirement planning

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

First impression from a user who is not yet a client

July, 2021

Please provide a brief comment about your experience with Susan

First impressions left me feeling positive in that I got straight talking and clear advice. All my awkward questions were met with plain and clear answers. A refreshingly open conversation without any sales motivation. I hope to be back talking to TPO!

Review from verified client

February, 2021

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

Required advise on investments and Pensions

How has Susan Tait helped you?

Provided clear and concise advise throughout.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

First impression from a user who is not yet a client

February, 2021

Please provide a brief comment about your experience with Susan

Susan gave clear and concise information regarding TPO. We discussed a range of options but decided that I was not in a position to utilise TPO at present. Susan expressed the wish that I would contact her should the situation change.

First impression from a user who is not yet a client

February, 2021

Please provide a brief comment about your experience with Susan

Great work from Susan. Agreed not probably the right time to use services, but will be in touch with her once I am in a position to progress

First impression from a user who is not yet a client

January, 2021

Please provide a brief comment about your experience with Susan

I fairly quickly felt comfortable with Susan to discuss my financial situation. They was no pressure, and actually the positive outcome was that they is nothing that can be done in the short term but will probably use the services in the future when I am in a position to use.

Review from verified client

January, 2021

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

Retirement ,resulting in long term investment for pension lump sum.

How has Susan Tait helped you?

By advising and discussing risk,and spread of of investment to suit my needs and to maximise financial return by shrewd investment

Have you seen the outcome you were hoping for?

Over the years the result of gain on the investments have been to my entire satisfaction.

What could they have done better?

No further advantage envisaged since excellent communication was invoked from the beginning and subsequent enquiries and issues were dealt with efficiently.

Review from verified client

January, 2021

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

As my husband and I retired we wanted to invest our saving.

How has Susan Tait helped you?

We invested our savings with her due to her knowledge and excellent advice.

Have you seen the outcome you were hoping for?

Yes definitely.

What could they have done better?

Nothing we are delighted with her advice and services.

Review from verified client

January, 2021

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

Wanted to invest money for our grandchildren

How has Susan Tait helped you?

She chose a suitable product

Have you seen the outcome you were hoping for?

Considering the current situation we are happy

Review from verified client

January, 2021

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

Taking voluntary redundancy from work.

How has Susan Tait helped you?

Susan explained very clearly the options and the implications of each. She and her colleague Luke have really put my mind at ease around the issue of making the right financial decisions for matters that will affect the rest of my life and will have implications also for my wife and children. She also took the time to get a full understanding of the somewhat complex circumstances of our family and our aspirations, which continue to evolve, for the future.

Have you seen the outcome you were hoping for?

While I haven't been a client for long - just over a year - the early signs are very promising and make me feel it was a good decision to take advice from Susan and her team.

What could they have done better?

Our first meeting was face to face in TPO offices and I found that to be a lot easier than the, obviously necessary online meeting that we had a couple of months back. Obviously there is nothing that your advisers can do about this while covid restrictions remain in place but I hope that we can go back to the face to face meetings if and when those restrictions end.

Review from verified client

December, 2020

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

I have had an adviser for a number of years as I have wanted to optimise the returns on my investments in line with my future plans.

How has Susan Tait helped you?

Susan helped me with advice for investing, taking in account my immediate and long term planning.

Have you seen the outcome you were hoping for?

Given the current global and domestic climate at the moment, I am entirely satisfied with with the results I have received.

What could they have done better?

Susan has been advising me for a number of years now and is conversant with my financial requirements, both for immediate and long term planning. I feel that the service that I have received has been optimised for my needs and, at the moment, I can't think of anything that could have been done better.

Review from verified client

December, 2020

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

We had neither the time nor expertise to deal with our financial affairs on our own.

How has Susan Tait helped you?

She systematically and logically reviewed our circumstances and plans for the future, then suggested how we could make better use of our money at the level of risk we were willing to accept. She continues to do this with an annual review and occasional updates throughout the year. We also feel comfortable asking her for advice throughout the year.

Have you seen the outcome you were hoping for?

We did not have a set goal in terms of amount of growth or interest, but we are content that our finances have improved since we were first advised by Susan.

What could they have done better?

To answer that question we would need to know more that we do about finance, markets, risk and available products. There was one investment that has led to a significant loss. That was recommended by a previous adviser who worked for the same company as Susan does. However, we accept that not everything can be successful. Our portfolio is mixed, and therefore the loss from one small part is not significant overall.

Review from verified client

November, 2020

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

Existing client

How has Susan Tait helped you?

She took over from someone I was not happy with

Have you seen the outcome you were hoping for?

Not yet

Review from verified client

November, 2020

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

I was looking for a way to maximise the resources I would have available in later life.

How has Susan Tait helped you?

When she took over my account from her predecessor she continued to advise in a professional and effective manner.

Have you seen the outcome you were hoping for?

Yes!

What could they have done better?

I think she has done all she could have

Review from verified client

November, 2020

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

When family members who had previously advised me were no longer there

How has Susan Tait helped you?

By taking over my investment decisions and implementing them

Have you seen the outcome you were hoping for?

Yes, the change in management has saved me money and spared me the worry that my investments were not in the best place

First impression from a user who is not yet a client

September, 2020

Please provide a brief comment about your experience with Susan

TPO where totally frank, open and honest about my Pension situation, I would not hesitate to recommend them and will definitely contact them again if the need arises in the future

First impression from a user who is not yet a client

September, 2020

Please provide a brief comment about your experience with Susan

We had a complex situation and were going round in circles, we found Susan informative and she helped point us in the right direction. We really need to address some legal issues in relation to trusts before being in a position to make use of financial planning. We are not yet a stage to decide about the future.

First impression from a user who is not yet a client

July, 2020

Please provide a brief comment about your experience with Susan

Very punctual, lovely voice. Clear, sure and confident. I was worried I might be out of my depth talking about finance but she put me at ease straight away.

Review from verified client

February, 2020

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

Reviewing my financial position prior to moving house

How has Susan Tait helped you?

Went through various options for mine and my wife's pensions and investments for our children

Have you seen the outcome you were hoping for?

Yes we have put in place the plans and policies and will hopefully realise the value from them over time.

Review from verified client

January, 2020

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

The impending sale of my company, several years ago.

How has Susan Tait helped you?

Planning my retirement income needs prior to the ‘retirement’ sale of the business, maintaining that income and the investment portfolio including advising and managing changes where appropriate. Shareholder protection for my remaining equity in the company. Inheritance planning and advice.

Have you seen the outcome you were hoping for?

Completely satisfied with everything.

Susan's reply

Robert, that is really kind of you to say. Its a privilege to work with you both.

Review from verified client

December, 2019

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

Susan looked after our son's criminal injuries compensation funds. She continued to look after us and the funds after his death.

How has Susan Tait helped you?

Clear, concise advice and a very genuine understanding of our needs.

Have you seen the outcome you were hoping for?

Yes, always.

What could they have done better?

Susan has the right balance between keeping us up to date, being professional and bordering on a family friend.

Susan's reply

Thank you so much for those kind words. You are both very special to me and I feel very privileged to continue to look after you.

Review from verified client

December, 2019

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

lack of personal expertise

How has Susan Tait helped you?

Rebalanced our portfolio and explained options very clearly.

Have you seen the outcome you were hoping for?

Too early to tell at present but no concerns so far.

What could they have done better?

If possible I would like my written review to have a one page clear summary without any caveats etc. it would allow me to read the report more easily I believe.

Review from verified client

December, 2019

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

Been a client of Susan and TPO (under previous guises as well) for many years. Now retired I valued their advice on planning and executing this major change in my life.

How has Susan Tait helped you?

Friendly, helpful, takes the time to explain and not at all "pushy"also serves great coffee and biscuits!

Have you seen the outcome you were hoping for?

Yes and more, I was able to have my NHS pension enhanced following TPO's advice. As a couple we value TPO's continuing interest in our affairs

What could they have done better?

I truly can think of nothing

Susan's reply

ah Huw thats so nice of you, thanks ever so much. xx

Review from verified client

December, 2019

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

My husband dealt with TPO before his death and I was happy to continue this association

How has Susan Tait helped you?

Because I meet with Susan personally I feel I can discuss any concerns with her face to face She understands my position and gives good advice as needed

Have you seen the outcome you were hoping for?

YES

What could they have done better?

I really can`t think of a thing

Susan's reply

Thank you very much, that's really kind of you and its a pleasure to help.

Review from verified client

November, 2019

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

Look after my money following an accident

How has Susan Tait helped you?

She organises everything for me and and explains it wonderfully so i can understand it.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2019

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

My brother had compensation from a criminal injury and needs his money to be managed to ensure he can have care for the rest of his life.

How has Susan Tait helped you?

Susan has managed the funds for quite a number of years now. She gives a very personal service and has ensured that we understand what is happening with the investments and given advice as necessary.

Have you seen the outcome you were hoping for?

Yes the funds have remained stable or increased on the whole despite periods of financial uncertainty.

What could they have done better?

Nothing. We get yearly reviews in the form of a visit and a pack explaining the performance of the investments. Access to Susan or her secretary is always easy either by email or phone and always responded to quickly and sensitively.

Review from verified client

November, 2018

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

Retirement: planning for IHT issues : Family involvement in future financial planning: my wife’s investments and Family needs: need to make effective use of Pension drawdown; planning income and expenditure:

How has Susan Tait helped you?

Susan led us down the paths to establish best practice solutions for each of the above so that step by step she steered us to set up solutions to pressing needs. In this way, we felt looked after and secure financially. This architecture gives us peace of mind. The six monthly reviews of where we are and does anything need changing are most helpful.

Have you seen the outcome you were hoping for?

We think she has taken us beyond our hopes and given us a consistent attention which has taken us beyond our hopes. She takes a lively interest in us and our families.

What could they have done better?

We feel there is no area of anxiety or apprehension.

Review from verified client

November, 2018

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

Many years ago I felt the need to plan for the future and contacted a firm called (at that time) Chase de Vere.

How has Susan Tait helped you?

Susan was not my original adviser but took over fairly soon after my first dealings with the firm. She came to see me and reviewed my situation in depth, providing advice where necessary.

Have you seen the outcome you were hoping for?

Yes. I've been with Susan's firm, in its various forms, for many years. If I had not been satisfied I would not be a client today.

What could they have done better?

Anything she has been asked to do has been done so I really have no suggestions. It has always been a cordial, professional; relationship, even if she is a St. Johnstone fan.

Review from verified client

November, 2018

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

Sale of my business

How has Susan Tait helped you?

She has been my financial advisor for over 6 years

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2018

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

Considered my investments were not being efficiently managed, therefore looked around for something better.

How has Susan Tait helped you?

Susan helped create a balanced portfolio based on my personal circumstances, taking into account my current and future aspirations, as well as the level of risk I was willing to take.

Have you seen the outcome you were hoping for?

Yes, I have a well balanced portfolio that is performing to my entire satisfaction.

What could they have done better?

In my case, advice and consultation is conducted by phone or email, which is fully understandable. However, it might on occasion prove useful to have a face-to-face meeting once in a while.

Review from verified client

November, 2018

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

Industrial accident. Leaving me permanently disabled.

How has Susan Tait helped you?

Susan is not only very professional as a financial adviser. She is always ready to go that extra mile for us. I have a lot of medical problems which makes me need regular hospital visits. Susan is always prepared to arrange her visits at short notice. She makes financial jargon easy to understand. Susan cares about her clients, we are not just a name or number on a piece of paper.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Susan is and has always been exelent for us. How can you improve on exelence.

Review from verified client

November, 2018

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

I received poor information before Susan

How has Susan Tait helped you?

made things clear to understand and action

Have you seen the outcome you were hoping for?

yes regarding my pension

Review from verified client

November, 2018

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

A large sum of money to invest to give a long-term income

How has Susan Tait helped you?

Regular visits and advice over a number of years on low-risk planning

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2018

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

Having money to invest and insufficient knowledge to proceed on our own account.

How has Susan Tait helped you?

By fully investigating our situation, our aims, requirements and preferences; by selecting appropriate investment vehicles and by carrying out ongoing reviews of performance.

Have you seen the outcome you were hoping for?

Yes, subject to the normal ups and downs of the stock market. My only reason for giving 4 stars rather than 5 on 'value for money' is that we have not carried out any thorough investigation of competitors' charges.

What could they have done better?

I really can't think of anything.

Review from verified client

November, 2018

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

The Private Office (previously Chase DeVere) was recommended by my solicitors following a accident that left me paralysed.

How has Susan Tait helped you?

After finally agreeing the amount due I had a compensation package to manage for the long term financial stability and needing generate a regular income from the investments. Susan has been invaluable in giving advice on which investments were most suitable and pension advice, if I have any questions or don't understand any correspondence I receive Susan always makes the time to speak and explain any queries I have and when needed will take up any issues on our behalf with whoever it is.

Have you seen the outcome you were hoping for?

Yes, absolutely and so much more besides.

What could they have done better?

I know you would like to know any areas that could be improved on but to be honest in all my dealing with Susan over the last 15 years I could not be more happy with all aspects of her approach in dealing with my needs both for the short and long term advice.

Review from verified client

November, 2018

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

long term care required following catastrophic injury and compensation payment.

How has Susan Tait helped you?

Advised us on how best invest our lump sum to provide for our future and the specialist care requirements that I needed.

Have you seen the outcome you were hoping for?

Our investments continue to provide as required. We are more than happy with the ongoing income provided.

What could they have done better?

I have dealt with several financial advisors over the years but I can not think of anything that could have been done better.

Review from verified client

November, 2018

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

I was approached by Ms Tait's predecessor when I had a lump sum to invest many years ago

How has Susan Tait helped you?

Ms Tait has consistently given me clear advice over many years, and has explained the pros and cons of my various investments

Have you seen the outcome you were hoping for?

Hopefully, My investments will continue to grow

What could they have done better?

Perhaps more contact, by letter not personal meetings, might be useful during the year between meetings

Review from verified client

November, 2018

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

An inheritance that required long term financial planning advice

How has Susan Tait helped you?

By fulfilling the above and being able to call upon the extensive research facilities, the 6 monthly reviews of the portfolio and with the financial knowledge accumulated over many years by The Private Office.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

This is really nit-picking but I wonder if the rebalancing recommendations could be implemented more speedily.

Review from verified client

November, 2018

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

I am due to retire in the next 2-4 years.

How has Susan Tait helped you?

By preparing a Lifetime Financial Forecast which has helped me to decide when I can afford to retire, predicted my income during retirement and how much I can afford to spend. My investments have been reviewed and changes made. Susan has also helped me to set up a Trust bank account which is a very complicated process.

Have you seen the outcome you were hoping for?

I have only been a client for about 6 months but Susan has already saved me money by changing my investment manager and has helped me to make decisions about my pension.

What could they have done better?

Nothing. The process has been very efficient and pleasant.

Review from verified client

November, 2018

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

Needed investment/long term planning advice for money earned whilst working abroad.

How has Susan Tait helped you?

Questioned us on our attitude to risk and our long term goals and from there built up our portfolio.

Have you seen the outcome you were hoping for?

Definitely.

What could they have done better?

Cannot imagine receiving better service and advise from a financial advisor. Susan has given us excellent advice. She is straightforward, gives good advise and is always friendly and professional.

Review from verified client

November, 2018

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

TPO was already in place.

How has Susan Tait helped you?

Following my husbands death, Susan was introduced to me, and talked through my portfolio. With care and in a very professional way.

Have you seen the outcome you were hoping for?

I’m more than happy with the results.

What could they have done better?

I’m not sure that I d be advised any better.

Review from verified client

November, 2018

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

I felt I did not have the competence to make the best decisions regarding investments

How has Susan Tait helped you?

By managing my investments for the best possible returns

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2018

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

Lump sum to invest

How has Susan Tait helped you?

Sound, practical and very trustworthy advice. A very personal service offered constantly

Have you seen the outcome you were hoping for?

Yes, nothing can defy extreme market fluctuations see during Brexit

What could they have done better?

Nothing, always approachable and offers solutions

Review from verified client

November, 2018

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

Retirement planning during my career and a personal recommendation from a relative

How has Susan Tait helped you?

Ongoing friendly and professional advice over many years with an in depth understanding of my circumstances

Have you seen the outcome you were hoping for?

Most certainly, my pension position was improved by the advice Susan and her team gave

What could they have done better?

Truly can’t think of anything

Review from verified client

November, 2018

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

Long-term Investment and pension advice.

How has Susan Tait helped you?

Susan has consistently provided excellent and effective advice upon my portfolio.

Have you seen the outcome you were hoping for?

Investment returns have exceeded the market whilst limiting risk exposure.

Review from verified client

November, 2018

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

PENSION MATTERS

How has Susan Tait helped you?

GAVE ME ADVICE

Have you seen the outcome you were hoping for?

YES

What could they have done better?

N/A