Chris Tait

Areas of expertise

Chris specialises in:

Holistic Financial Planning Advice
Scenario Planning and Cash Flow stress testing
Building and Preservation of Wealth
Investment Advice and Wealth Management
Retirement Planning Advice
Protecting Family and Business Partners
Inheritance Tax (IHT) Planning
Long Term Care Planning

Experience

Chris provides strategies and tailored financial advice to private individuals, business owners, families and trustees.

He has over 30 years of wide experience in the Financial Services Industry and works with clients across all sectors.

Notable client work and achievements

Business Owners financial planning strategy and advice
Advising NHS Consultants and Professionals around their pension arrangements

Professional qualifications and memberships

Chris is a member of the Personal Finance Society and the Chartered Insurance Institute