Sam Taylor at Distinct Financial Management

Independent Financial Adviser  9 Albion Place, Doncaster, DN1 2EG
First meeting at adviser's own cost
Friendly financial advice from a small, local business. Call today for a free consultation or informal chat. All enquiries welcome. Face-to-face meetings available, no obligation.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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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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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
Response rating
7.0/10
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FCA authorised
Last authorised 8th August 2022
Meet our advisers
Sam Taylor

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

About us

Distinct Financial Management has provided its own brand of personal, bespoke financial advice for over 20 years. We believe that small and local is best.

Sam Taylor (DipPFS) is a qualified adviser providing straight-forward financial advice, mostly dealing with pensions and investments. Based in Sheffield, with an office in Doncaster, Sam operates across Yorkshire and beyond.

Our services

Face-to-face financial advice:

• Retirement Planning
• Pension Transfers & Consolidation
• Pension Drawdown
• Investments
• Life Assurance, Income Protection

Where to find us
Head office address: 9 Albion Place, Doncaster, DN1 2EG
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
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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