Tait Financial Services Ltd

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.
Feb 2nd, 2023

My experience at Tate Financial Services has been excellent and my Financial Advisor Georgia Murdoch has been very professional and helpful throughout.
Jan 7th, 2023

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 youre looking someone, she is your girl!
Jan 6th, 2023

Positive: Professionalism, Responsiveness
Oct 13th, 2021