Taylor Financial Management Limited

Independent Financial Adviser  61 Tapley Road, Chemlsford, CM1 4XY
First meeting at adviser's own cost
At Taylor Financial Management we have a wide range of expertise and knowledge, developed over many years, to help people, both individually and in business, fulfil their aspirations, as well as offering that all important peace of mind for the future.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
Response rating
9.0/10
check
FCA authorised
Last authorised 16th May 2022
Meet our advisers
Mr James Taylor DipPFS
Managing Director

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

About us

At Taylor Financial Management we place our clients at the heart of our business. We recognise that regular client contact and financial reviews are the key to successful financial planning.

In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you. We will help you prioritise your financial objectives and select and implement your financial solution. Our on-going service will respond to the changes that impact you and we will help your financial plan deliver your required outcomes.

We do not provide off the shelf solutions, we offer the benefit of a single relationship for all your financial planning needs. We strive to offer the very best service to develop a long term relationship with you. ​​

​We want your experience of Taylor Financial Management to be positive in every sense and for all of your dealings with us to exceed your expectations.

Our services

We offer independent financial advice with seamless service of distinct quality, professionalism and expertise, covering varying aspects of wealth management. We specialise in retirement planning, investments, protection and corporate financial planning.

Where to find us
Head office address: 61 Tapley Road, Chemlsford, CM1 4XY
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.0/10
check
FCA authorised
Last authorised 16th May 2022

Similar advisers near you

Independent Financial Adviser 0.14 mi
Out of hours and SATURDAY appointments available.
 
Independent Financial Adviser 0.51 mi
Independent advice to help preserve and grow your family wealth.
 
Independent Financial Adviser 0.62 mi
I am an Independent Chartered Financial Planner, providing advice to both families and businesses throughout London and the South East. Your initial consultation is without cost and I am happy to meet face to face or remotely if preferred.
 
Independent Financial Adviser 0.94 mi
We are Aventur & we would love to help you manage your money & get you on track to achieving your financial goals. We build, long-lasting & meaningful relationship with our clients, supporting you at every step of the way through your financial journey.