About

Our approach is relationship driven, we believe that every individual, business, charity, and trust, has a unique story, and we take the time to listen and understand them all.

We believe that our role is not just to provide financial advice but to guide you through life’s financial decisions. We work with you to develop a comprehensive financial plan that addresses your current needs and your future aspirations. We monitor your progress, provide ongoing advice, and adjust the plan when required.

We are selective about the clients we work with, only taking on work when we are confident we can make a positive impact. This ensures that we can continue to deliver the valuable advice that our clients trust. As a result, we have built a strong reputation and an impressive client base across the UK.

We know that meaningful conversations and connections are the foundation of our work. By working together, we can build a lasting relationship that provides value for years to come.

We have always found our adviser and paraplanner to be extremely friendly, efficient, and super attentive to our needs. They are quick to respond to any queries we raise providing the information requested. We have no hesitation in contacting them with any concerns we may have knowing they will ensure a prompt and informative response. They are an asset to Chiene & Tait Financial Planning, very personable individuals any employer would be proud to have.

— Elaine