Rebecca Taylor at V-Financial

Independent Financial Adviser  Far Field Road, Edenthorpe, DN3 2RB
First meeting at adviser's own cost
Collectively providing clients with bespoke financial advice for over 100 years.
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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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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Critical illness
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Income protection insurance
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Life insurance
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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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EEA
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Rest of world
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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
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 8th August 2022
Meet our advisers
Mrs Rebecca Taylor
Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Our services

I have over 9 years experience within Wills and Estate Planning in which I have been very successful. I hold a FSRE, CeMAP and DipFA qualification. I am able to offer Financial Advice all the way through to Wills and Estate Planning. I am hopeful to give my clients the complete package.

Where to find us
Head office address: Far Field Road, Edenthorpe, DN3 2RB
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
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    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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