Taylor McGill Financial Services Ltd
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
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.
This examination assesses a knowledge and understanding of financial protection plans.
This examination assesses a knowledge and understanding of investment products and the risks involved.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
This exam accesses understanding of the financial services industry including regulation and legislation.
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 examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This exam accesses understanding of the financial services and their regulation.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.
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 examination assesses a knowledge and understanding of financial protection plans.
This exam accesses understanding of the financial services industry including regulation and legislation.
This exam accesses understanding of protection, savings and investment products.
We were founded in 1991 by Simon Taylor and Gerry McGill.
We are a highly-qualified, experienced and knowledgeable firm, committed to providing exceptional service and support on an unbiased, Independent level.
We have tailored our service for specific age groups:
1. 30s
Whether you’re buying your first home or welcoming your first child, planning well whilst you’re young will enable you to enjoy the rest of your life confident in your financial security.
2. 40s
Balancing the needs of your family, your mortgage and your career results in a whole host of financial implications. We establish order and tackle your challenges with a bespoke plan.
3. 50s
Even if retirement is a distant goal, now is the perfect time to establish your financial reality, explore your life-long aspirations and lay some all-important foundations.
4. 60s
Transitioning into a part-time role or full retirement requires careful financial planning. Our goal is to transform your capital into a lifelong fund that will support your aspirations.
5. 70+
In retirement, enjoying your money in a sustainable way must be balanced with other future needs, such as such as securing a financial legacy to leave behind for your loved ones to enjoy.
There are many things that set us apart from other firms, including:
We’re Independent: Our obligation is to you, not the product provider. As an independent firm, we can make bespoke recommendations from the whole market.
We’re experts: Our advisers are experts in their field, as proven by their extensive qualifications. We are an experienced and knowledgeable firm, committed to providing exceptional service and support.
We’re proactive: We are proactive in our communication and schedule regular reviews with our clients so that you can update us on any changes in your requirements and update your plan accordingly.
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
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