Tait Financial

About Tait Financial

Tait Financial is a forward thinking Principal Partner Practice of St. James's Place Wealth Management offering first class financial advice to private individuals and corporate clients with businesses. Stephen Tait, Craig Paterson and Sandra Macfarlane share a common desire to provide the best possible financial advice to clients regardless of life stage and current financial position. Both individually and collectively the team genuinely care and take great pride in understanding clients’ lifestyle and financial goals to offer a compassionate and personalised service that makes financial planning interesting and engaging. With deep knowledge of the financial world Tait Financial works in partnership with clients to determine their financial circumstances and goals, time horizons, and attitudes to risk to create personalised solutions for every life stage. As a client-focused business Tait Financial has developed a reputation for its ability to translate complex financial jargon, acronyms and abbreviations into clear and concise advice that supports clients to fund life goals, secure lifestyle choices in retirement or simply achieve financial peace of mind. Tait Financial specialises in Investment Planning, Retirement Planning, Protection Planning, Mortgages, Corporate Services and Intergenerational Wealth Management.

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