Paul Taylor - Positive Solutions

Independent Financial Adviser  19 Castle Lea, Monmouthshire, Caldicot, NP26 4HR
First meeting at adviser's own cost
More than 20 years experience helping people achieve their financial goals - everything from pensions to buying a home.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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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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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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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
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Response rating
9.1/10
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FCA authorised
Last authorised 26th October 2020
Meet our advisers
Paul Taylor
Independent financial adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

This qualification helps advisers develop and demonstrate their financial planning capabilities.

This qualification assesses a knowledge and understanding of key elements of the mortgage process, specialist types of mortgage lending, challenges in the mortgage industry and the giving of mortgage advice.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

What our clients say
Paul has been advising myself and my wife both in a personal and business capacity for around 10 years. I have no hesitation in recommending him to either my family or close colleagues, due to the wonderful service provided by him. We have always felt comfortable with the way Paul visits us at our home and presents the documentation in an easy and informative manner. He is extremely knowledgeable, thorough and friendly, and in all of my dealings with him, he has been nothing but professional. We feel very at ease and protected with the policies that Paul has provided to us.
Miguel Santiago, Managing Director of My Beau Ltd at the Beaufort, Raglan
We have worked with Paul for the last five years, both in light of our business and on a personal level. He always gives sound advice, and is very amenable with arranging visits to suit us. Paul has saved us considerable amounts of money and time and has got our finances back on track by helping us to prioritise our spend. We are very happy to work with him and would certainly recommend him to those wishing to put their financial house in order.
Bridget and Rob Reeves, Director - Tiny Beginnings Day Nursery Whitchurch
Having worked alongside Paul for some 15 years, I confirm that he possesses a first class knowledge of a range of issues within the financial planning area. Paul has the ability to explain complex issues in a clear and concise manner, and also puts the needs of his clients at the forefront. I have no hesitation in recommending the services offered by Paul
Mike Davies, HCF Commercial Finance
About us

I am an Independent Financial Adviser with 20 year's experience advising both Personal and Business clients.

My advice is based on your own individual circumstances and priorities with a focus on Investment and Retirement planning, including Pension consolidation, Final Salary Pensions and Drawdown advice.

I am also able to provide Independent Mortgage Advice for you whether you are looking to buy a new property or to review their existing mortgage and I can review your Life assurance needs to make sure that your priorities are covered.

I can advise businesses who need to put a suitable pension scheme in place to meet their Auto Enrolment requirements.

My role is to steer you through your options in each area of the financial planning process and to make these areas as easy to understand as possible. Once the initial advice has been provided I can continue to provide ongoing advice and support with regular reviews so that solutions can continue to meet your needs.

Our services

As an Independent Adviser I can source investment, pension and mortgage solutions from the whole of the market in order to find provide the best solution for you. I can also provide Independent advice in the areas of Life Assurance, Critical Illness cover and Income Protection. In addition I hold the Certificate in Advanced Mortgage Advice and also the Certificate in Pension Transfer Advice.

Where to find us
Head office address: 19 Castle Lea, Monmouthshire, Caldicot, NP26 4HR
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
9.1/10
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FCA authorised
Last authorised 26th October 2020

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