Planning for a financially secure future, whether for yourself, your family or your business, is one of the most important steps you will ever take. It is useful to regularly review your financial situation to keep up to date with any developments in legislation and tax law. If there are changes in your circumstances, such retirement or redundancy, a review of your financial goals is crucial.
Taylor Wealth Management Ltd. is a Partner Practice of the prestigious St. James's Place Partnership, the sole advisory channel for the St. James's Place Wealth Management Group. We specialise in meeting the financial needs of our clients, whilst offering a high level of personal service. We work closely with all of our clients, building a long-term relationship based on trust and an in-depth understanding of their personal finances.
Click here to contact our residential Independent Financial Adviser, James Taylor, directly.
Our overall aim is to help all those wishing to secure their financial future, whether the priority is to:
- Preserve and build capital
- Gain financial protection against risk
- Reduce an Inheritance Tax liability
- Plan for a secure retirement