Response rating
7.0/10
FCA verified
24th April 2017

A E Taylor Financial Services

Independent Financial Adviser Broadmeadow Cottage, Knowsley Lane, Turton, Lancashire, Bolton, BL7 0JH
First meeting at adviser's own cost
A E Taylor has advised clients throughout the North West since 1966. We provide bespoke advice to all our clients.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Stockbroking services
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Long term care
Meet our advisers
adviser-person
Alan Buchanan FCII
Adviser
Where to find us
About us

We have served both individuals and corporate clients in the North West since 1966, providing a wide range of services including financial planning, pensions and investments. We are specialists in pension transfer appraisal, self-invested personal pensions and corporate/employee benefits. Whether you’re a single individual or a large private company, you can expect the same level of professionalism and the same degree of personal service. We work to build long-term relationships with our clients, delivering the kind of service that our clients deserve.

Our services

We don’t just offer you good advice, we make sure you understand why it’s good. We help you to feel comfortable with all the decisions you make, explaining everything clearly so that you are in control. Your goals will be unique, so we focus on those to help you create a short, medium and long-term financial plan that is tailored to you. The highly individual nature of our advice is the factor which sets us apart.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Compliance

A E Taylor Financial Services are a trading style of Positive Solutions (Financial Services) Ltd authorised and regulated by the Financial Conduct Authority.

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