Tait Financial Services Ltd - Cambridge

Tait Financial Services Ltd, located at Address: 2-4 Station Rd, Swavesey, Cambridge CB24 4QJ, United Kingdom, is a financial planning firm that offers a range of services to help individuals and businesses manage their finances effectively. With a phone number: 7768305151 and a user-friendly website at Website: taitfinancialservices.co.uk, this company is easily accessible to clients looking for financial advice and planning.

One of the key features of Tait Financial Services Ltd is their specialty as a financial planner. They offer personalized financial planning services that are tailored to each client's unique needs and goals. Whether you are planning for retirement, saving for a child's education, or looking to invest for growth, Tait Financial Services Ltd can help you create a customized plan to achieve your financial objectives.

In addition to their online presence, Tait Financial Services Ltd offers onsite services for clients who prefer in-person meetings. The company's location in Swavesey, Cambridge, is convenient for clients in the area, and the office is fully accessible with a wheelchair parking lot and restroom.

Tait Financial Services Ltd has received positive reviews from clients, with a average opinion: 5/5 based on 4 reviews on Google My Business. This high rating is a testament to the company's commitment to providing excellent service and advice to their clients.

When searching for a financial planner, it's essential to find a firm that is trustworthy, knowledgeable, and experienced. Tait Financial Services Ltd checks all these boxes and more. Their personalized approach to financial planning, combined with their expertise and positive client reviews, make them an excellent choice for anyone looking for financial advice and planning services.

Reviews of Tait Financial Services Ltd

Edwina Paul

5/5

Being completely new to investment I had a really positive experience with Georgia as part of the financial team .
She took time to explain all the options to me and understand what I was comfortable with in terms of investing before suggesting a portfolio . We had several meetings before I made my final decision with the option of her coming to me , visiting the office or virtual meetings.
There was no pressure at any stage and I was able to take my time and ask any questions I needed to.
I would highly recommend to anyone considering investing.

Alice Terry

5/5

I have been with Georgia ever since I turned 18, and I could not recommend her enough! I had very little knowledge when it came to my investments, so having Georgia really helped me to gain a better understanding about financial circumstances and her advice is second to none. With her help I now know everything I need to and any questions I do have are always answered and if action is needing taken she does it so efficiently and professionally. If you’re looking someone, she is your girl!

Jennifer Miller

5/5

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.

Desda Jordan

5/5

My experience at Tate Financial Services has been excellent and my Financial Advisor
Georgia Murdoch has been very professional and helpful throughout.