Susan's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 51 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 37 )
Investments and Savings ( 85 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 28 )
Long Term Care ( 14 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 37 )
Financial Mentoring ( 5 )
( 1 )
Reviewers' assets
£500k+ ( 32 )
£200k - £500k ( 13 )
£100k - £200k ( 1 )
Review
by a verified client in North Yorkshire
4 days ago
Overall
Advice
Service
Value
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
Review
by a verified client in West Yorkshire
5 days ago
Overall
Advice
Service
Value
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
Review
by a verified client in Cumbria
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I felt I wasn’t confident enough to make investments myself
How has Susan Tait helped you?
She has understood my circumstances and my savings have done well
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Cumbria
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need for advice and long term planning.
How has Susan Tait helped you?
Answering all questions with calmness, clarity and patience.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Cheshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Son injured in RTA. Had funds to invest on his behalf for continuous care
How has Susan Tait helped you?
Advised how best to invest funds with limited risk
Have you seen the outcome you were hoping for?
Yes very satisfied. Capital has grown significantly since start
What could they have done better?
Not qualified to say