Our Clients
Understanding individual clients' lifestyles and needs is key to establishing long term successful relationships which deliver what the client requires, when he or she wants it. We know that our reputation for delivering relevant and bespoke services works as our customer base continues to grow by referral. Our existing customers define how we grow by choosing whether to recommend us to their friends and colleagues.
We are always looking for new ways to improve on the service we currently offer and to grow and develop to ensure we receive up to the minute financial information on the markets while ensuring our client’s financial needs are at the forefronts of our minds at all times.
Anybody who already knows Taylor & Taylor Associates will understand how attention to detail and our friendly approach are paramount to us.
The cost of our services
Taylor & Taylor Associates will charge accordingly to the time involved in making the initial set up of a suitable portfolio of protection, pension and/or investment for our clients. To ensure we charge our time fairly we maintain time sheets for every client dealing, we can then agree with the client whether they would like us to invoice them directly, or where possible invoice the companies involved.
We are performance related. We will make a percentage charge varying from 0.5% to 1.0% (depending on the complexity of the investment), of the value of your investment, and this is usually paid directly from the investment house. This means we are integrally linked and have a vested interest in helping your pension and/ or investment portfolio to succeed.
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