Lisa Tait

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

The main reason was that I was seeking advice on pensions, investments and Inheritance Tax planning

How has Lisa Tait helped you?

Lisa has provided well-considered advice and recommendations, and put together a strategy for going forward.

Have you seen the outcome you were hoping for?

Yes, I am more than happy with the strategy and outcomes to date.

What could they have done better?

I cannot think of any obvious improvements that could have been made.

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

I had a significant pension transfer value that I needed advice on to help me understand the risks and benefits of transferring from a blue chip final salary pension to a drawdown.

How has Lisa Tait helped you?

Lisa took time to get to know me and my spouse, to understand my life ambitions and then help devise a plan that delivers exactly what I need. Anytime I have a question or some doubt in my mind, Lisa was listen to my questions and thoughts and help me get a much better understanding regarding my wealth management.

Have you seen the outcome you were hoping for?

I have received all the support I could ask for, and more. I am so much better informed, my wealth is much better managed, and I feel in total control.

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

I wanted a safe place place for my pension.

How has Lisa Tait helped you?

Lisa has gotten to know me better and as such can explain and recommend approaches that fit my needs.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I’m happy with both my relationship with Lisa and advice received.

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

Financial planning for the future, pension planning and providing financial security for family in death.

How has Lisa Tait helped you?

Lisa has provided support and guidance on all aspects of financial and pension planning for the future including providing options for limited company profits. Lisa has managed face to face engagements and provided documentation on a timely bases to facilitate financial and pension decisions.

Have you seen the outcome you were hoping for?

Yes, outcomes were inline with objectives.

What could they have done better?

More than happy with service and support from Lisa.

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

Preparing for early retirement

How has Lisa Tait helped you?

Financial planning and managing investments

Have you seen the outcome you were hoping for?

yes very happy with the advice and outcome

What could they have done better?

Very happy with current service