Tait Financial Services Ltd - Cambridge

Tait Financial Services Ltd: A Comprehensive Overview

Located at 2-4 Station Rd, Swavesey, Cambridge CB24 4QJ, United Kingdom, Tait Financial Services Ltd is a reputable financial planning company that offers a wide range of services to help individuals achieve their financial goals. To contact them, simply call 7768305151 or visit their website at taitfinancialservices.co.uk.

Specialties and Services Offered

The company specializes in financial planning, working closely with clients to develop customized investment strategies tailored to their unique needs and objectives. With a focus on personalized service and transparent communication, Tait Financial Services Ltd ensures that clients feel informed and empowered throughout the financial planning process.

Additional Points of Interest

In addition to their on-site services, Tait Financial Services Ltd also offers online appointments, making it convenient for clients to schedule meetings at their preferred time and location. The company is committed to providing accessible services, with a wheelchair-accessible car park and wheelchair-accessible toilet available on-site. This dedication to accessibility ensures that clients with various needs can easily access the company's services.

Client Opinions and Average Rating

Tait Financial Services Ltd has garnered a strong reputation among its clients, with an impressive average rating of 5/5 based on 4 reviews on Google My Business. One notable review highlights the company's exceptional service, mentioning how the financial team took the time to explain all options and understand the client's comfort level before suggesting a portfolio. The client also appreciated the lack of pressure and the flexibility in scheduling meetings, either in-person, at the office, or via virtual meetings. This level of personalized care and attention is a testament to Tait Financial Services Ltd's commitment to delivering top-notch financial planning services.

Final Recommendation

For anyone seeking a reliable and knowledgeable financial planning partner, Tait Financial Services Ltd is an excellent choice. Their expertise, personalized approach, and commitment to accessibility make them stand out in the industry. Don't hesitate to reach out to them through their website or by phone to discuss your unique financial goals and discover how they can help you achieve them.

👍 Reviews of Tait Financial Services Ltd

Edwina P.

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 T.

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 M.

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 J.

5/5

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