Financial Services

Taylor McGill Financial Services is regulated by the FSA to give independent, whole of market advice, meaning our obligation is to our clients and not the assurance company.

We offer a wide range of both personal and corporate advice including:

Personal

Investment Planning

We use some of the latest software to help us accurately assess your attitude to risk before creating a tailored portfolio using a variety of investment vehicles.

Mortgage Advice

A mortgage is the biggest financial transaction that most people will undertake in their lifetime. It is a complex area with thousands of products available, and so independent advice can be very beneficial.

Protection Planning

An area of financial management where people often neglect to plan appropriately. We can arrange protection against loss of income, loss of health or loss of life.

Retirement Planning

We offer advice on all aspects of retirement whether you are:

• Just starting out
• Wanting to check your current plans still meet your needs
• Are coming up to retirement, or
• Are in retirement

Tax Planning

Whether it be planning for inheritance tax, or making sure that you make the most of the tax breaks available to you through various tax free wrappers and allowances, this is an area where a lot of money can be saved.

Corporate

Directors Pensions (SIPP and SSAS)
Group protection policies
Group pension schemes
Key person insurance

Although primarily based in the Midlands, we have clients all over Britain, many of whom have been with us for over fifteen years. With over 30 years of industry experience, we are confident our team is well placed to help meet your financial aims.

All of our staff have the relevant qualifications and constantly undergo training to keep up to date with the latest industry developments.

We offer remuneration through both fees and commission or a combination of the two, depending on our clients’ needs. Our initial meeting is free, and we are happy to meet clients at our office or at a place of their preference.

Please contact us should you require further information in the meantime.