Susan Tait

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

Following a road accident I needed to make provisions for my future including medical and retirement care

How has Susan Tait helped you?

Provided advice on investment to make sure we always have a steady means to cover most situations

Have you seen the outcome you were hoping for?

Yes we have and even more events than we had thought of

What could they have done better?

Nothing at all we have been very pleased with her thoughts and advice of our future requirements

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

Many years ago I felt the need to ensure I had enough resources so that I could be financially secure in retirement. Now that I'm retired I can see how beneficial it has been to have financial advice over several decades.

How has Susan Tait helped you?

There have been regular meetings, whether in person or online, at which Susan has provided overviews of the general economic situation and related it to my personal situation. Her advice has always been based on information that I've provided regarding my situation and future aims.

Have you seen the outcome you were hoping for?

Yes. I wouldn’t have remained a client for so long if it had been otherwise.

What could they have done better?

I can't think of anything.

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

I have used the services of an adviser for over 50 years. I have been lucky enough over the years to have funds available for investment and consequently have sought peace of mind through accessing the services of an advisor.

How has Susan Tait helped you?

I have been taking advice from Susan for a good number of years now. Throughout, Susan has shown a professional commitment to fully appreciate my situation and financial objectives at any given time, with a clear view to optimising investments and returns.

Have you seen the outcome you were hoping for?

Yes, despite the vagaries of the markets, the outcome to date is certainly what I would have hoped for.

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

Inheritance

How has Susan Tait helped you?

Financial planning

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/a

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

Pension advice needed

How has Susan Tait helped you?

She manages my pension and ISA, and provides financial planning

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing