Meredith Morgan Taylor

Restricted - Whole of Market  43 Exeter Road, Exmouth, EX8 1PX
First meeting at adviser's own cost
Our customers are always at the heart of everything we do so please contact us today to speak to one of our experienced advisors on how we can help you achieve your financial goals.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Response rating
7.0/10
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FCA authorised
Last authorised 8th August 2022
Meet our advisers
Mr Llywelyn Morgan MLIBF Dip FA
Senior Financial Planning Consultant

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Accreditations
Certified Financial Planner
About us

At Meredith Morgan Taylor we pride ourselves on the reliable, forward thinking, and trustworthy advice we provide to our customers. We help our customers navigate through the options that are available to them.
Meredith Morgan Taylor offers a range of financial advice services including mortgages, life insurance, pensions, and investments.

Our services

We understand that managing your finances effectively can be a confusing business, the financial world is complex and making the right decision can be a daunting prospect. Here at Meredith Morgan Taylor we will strive to help put you in control of your financial future.

Where to find us
Head office address: 43 Exeter Road, Exmouth, EX8 1PX
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 8th August 2022

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