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 forefront 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

The first thing we must do is find out if we can help you.  We do not charge you a penny to have an initial chat about your circumstances.

If you then decide we can be of value in helping your finances we can be remunerated for our services to you in a variety of methods.

In all instances we aim to pay for ourselves through the additional performance we can achieve for your savings, pensions and investments.

Fair and motivated structure

This varies on the individual client and how they want us to help them.

We find our clients like dealing with us because we work together and have a mutually prosperous relationship, through having a vested interest in the financial guidance we provide.

This also includes all regular reviews with our clients and any queries throughout the year.