Welcome to Tait Financial Services, situated in the heart of Cambridgeshire, providing a traditional financial planning service where an ongoing relationship with individuals and companies lies at the heart of the business. We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products.The 'St.
We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products.The 'St.
Services
Welcome to Tait Financial Services, situated in the heart of Cambridgeshire, providing a traditional financial planning service where an ongoing relationship with individuals and companies lies at the heart of the business.
I believe face to face advice and building long term relationships with my clients allows me to provide a cradle to grave service that will take into account the changing circumstances that always occur over a lifetime, tailoring solutions for your ever changing needs.
I believe face to face advice and building long term relationships with my clients allows me to provide a cradle to grave service that will take into account the changing circumstances that always occur over a lifetime, tailoring solutions for your ever changing needs.
Reviews (2)
Jennifer Miller
Jun 20, 2021
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Positive: Professionalism, Responsiveness
Very professional and friendly service, Georgia was warm and welcoming, taking the time to get to know me and helping me every step of the way with organising my investments. The team here are experienced and provide excellent and honest advice. I would highly recommend.
Very professional and friendly service, Georgia was warm and welcoming, taking the time to get to know me and helping me every step of the way with organising my investments. The team here are experienced and provide excellent and honest advice. I would highly recommend.
Alice Terry
Jun 19, 2021
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I could not recommend enough, Georgia is absolutely brilliant at what she does! If there is ever a query I have that needs answering, it is answered within the same day and I am kept at ease with the trust worthy information I am given. Being 18 and new to everything, Georgia has done the best job in helping me to understand everything I need to know and reassuring me about every process. Thankyou for all your help!
