I am able to offer a full range of financial services including:
Mortgages
Protection
Investments
Retirment planning
Estate planning
1 customer review
Lucy Burgess
I had the pleasure of working with Taylor during a very important time in my life—securing a mortgage and setting up life insurance—and I couldn't be more grateful for the guidance and support I received.
From the start, he took the time to understand my financial situation and long-term goals. He explained every step of the mortgage process clearly, helped me navigate the paperwork, and found a great deal that suited my needs perfectly. I always felt informed and confident thanks to his thorough approach and genuine care.
When it came to life insurance, Taylor was equally knowledgeable and patient. He walked me through different options, making sure I understood the pros and cons of each policy. I now feel secure knowing my family is protected, and that peace of mind is priceless.
If you're looking for someone who is professional, trustworthy, and truly has your best interests at heart, I wholeheartedly recommend Taylor.
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What do you love most about your job?
Helping clients gain financial security, whether it is through obtaining a first time buyer mortgage, protecting their family against death, serious illness/injury or making sure their retirement savings are invested for growth
What inspired you to start your own business?
Working independently allows me to offer truly personalized guidance and focus entirely on what’s best for my clients.
Why should our clients choose you?
I am fully independent and whole-of-market which means I am free to act entirely in the interest of my clients with access to all providers/lenders and exclusive rates with some providers.
Can you provide your services online or remotely? If so, please add details.
Yes - I am happy to offer remote services over various mediums. I can conduct meetings in-person, over the phone, via Teams - even Whatsapp - whatever best suits your needs.
What changes have you made to keep your customers safe from Covid-19?
Offering a full range of remote services so clients do not have to conduct face-to-face meetings if they are uncomfortable as a result of Covid-19. Signing forms can also be done remotely using e-signatures.
Mortgage advice
Independent, Whole-of-market advice with access to products from all lenders. Resedential mortgages for first time buyers, home movers and home owners looking to remortgage. Buy-to-let mortgage for private landlords and limited companies.
Retirement planning
Advice on establishing pension savings, consolidating multiple pensions or unlocking your funds for retirement.
Investment advice
Advice on a variety of investment vehicles and tax efficiency. Advice also includes fund recommendation and ongoing monitoring.
Protection services
Analysis of your protection needs and advice on the best product(s) for you along with help to conplete applications and reviews of your policies.
Estate Planning
I offer eestate planning services including; Will writing, Lasting Power of Attorney and Property Trusts
Equity Release
I am qualified to give advice on Equity Release to give you financial freedom in your retirement years.
