Skip to main content
Susan Tait
Susan Tait
About
Susan is one of the founding partners at The Private Office, working from our Leeds office and covering areas such as Harrogate, Yorkshire and the East Midlands. As an experienced Partner at the firm, she has a broad range of knowledge dealing with high net-worth clients who possess complex financial circumstances and she advises on all aspects of financial planning. She has a highly personalised and empathetic approach to her clients and believes in building long-term relationships with them throughout their lifetime.
Her experience includes working with Trusts and trustees and lay and professional deputies, and since 2003 Susan has specialised in advising individuals and families where a client has suffered catastrophic personal injury or clinical negligence. She understands the needs of her clients and the value of supporting their team of professionals.
Susan’s technical skills adopt the use of cash-flow modelling to empower clients to take control of their financial future and achieve financial independence across Yorkshire and the North. Whether this be for an inheritance tax liability or pension planning, this can offer clarity and a strong foundation for a bespoke financial plan.
With over twenty years of experience advising on all aspects of financial planning, Susan is a Chartered Financial Planner and manages a team of advisers in the firm. She has several financial planning qualifications and keeps up to date with financial planning legislation as part of her ongoing professional development. As a result of the valuable support she offers her clients, Susan has been a VouchedFor top rated adviser for the past few consecutive years. Susan is also a Dementia Friend, an initiative from the Alzheimer's Society to raise awareness and understanding so that she and others can support people living with dementia.
Outside of providing advice to her clients, she enjoys all sports - mainly football - helping with her local cubs, traveling and spending time with her family.
Areas Of Expertise
- Extensive experience in working with Trusts and trustees, lay and professional deputies
- Personal injury or clinical negligence financial planning
- Cash flow modelling
- Holistic financial planning
Qualifications
- Chartered Financial Planner since 2010
- Advanced Diploma in Financial Planning
- Diploma in Financial Planning
- Financial Planning Certificate
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Susan works from our office in Leeds and has clients in areas such as:
Susan Tait locations
Susan Tait locations covered
- Harrogate
- York
- Stockport
- Leicester
- Lancaster
- Nottingham
- Durham
- Blackburn
- Bradford
- Liverpool
At a glance
- Founding Partner at the Private Office
- Specialist in financial planning for catastrophic personal injury or clinical negligence settlements
- Over 20 years of experience in financial planning
- Vouched for Top Rated Adviser 2021, 2022, 2023 and 2024
Over the last 13 years Susan has provided excellent, professional and friendly advice in managing my investments. She has always replied to my queries and carried out my requests promptly and efficiently.
July 2024
Susan takes a very pragmatic approach to providing advice. She pitches her expertise at a level consistent with the level of financial understanding of the client. I find that I get all the information and advice that I need to make confident decisions about financial planning and investments.
January 2024
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view Susan's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society.
Susan is a Chartered Financial Planner, which is a highly-sought after and respected qualification for Financial Advisers. It symbolises technical proficiency and high standards of professionalism.
The Private Office is also a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
Awards
Nominated for Role Model of the Year (small/medium firms) at the Professional Adviser Women in Financial Advice Awards 2024
Articles by Susan Tait
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.