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David Tait

David Tait

Life, Pension and Investment Administrator

Followers of David Tait374 followers
location of David TaitNewcastle Upon Tyne, England, United Kingdom

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  • Timeline

  • About me

    Financial Planner at Azets Wealth Management

  • Education

    • Trinity Academy, Edinburgh

      2001 - 2007

    • University of Glasgow

      2008 - 2012
      Master of Arts (M.A.) Music

  • Experience

    • Scottish Widows

      Apr 2013 - Aug 2014
      Life, Pension and Investment Administrator

    • Transact

      Aug 2014 - Jun 2017
      Client Service Manager

    • Fairstone Group Ltd

      Jul 2017 - Dec 2022
      Financial Adviser

    • Azets Wealth Management

      Jan 2023 - now
      Financial Planner

  • Licenses & Certifications

    • (AF5) Financial planning process

      Chartered Insurance Institute

    • (CF8) Long term care insurance

      Chartered Insurance Institute

    • (AF7) Pension transfers

      Chartered Insurance Institute

    • (CF6) Mortgage advice

      Chartered Insurance Institute

    • (ER1) Equity release

      Chartered Insurance Institute

    • (RO1-6) Diploma in Regulated Financial Planning

      Chartered Insurance Institute