About Taylor Financial Management

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, but 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 aim to deliver our commitment by:

 

• Providing personal face to face financial advice

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• Giving you the opportunity to review your financial affairs regularly

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• Effectively managing your investments

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• Ensuring that our correspondence and literature is clear and easy to understand

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• Listening to your feedback

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• Offering you seminars and events, using highly qualified speakers, ensuring you are kept up to date of any latest financial developments

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We want your experience of Taylor Financial Management to be positive in every sense and for all of your dealings with us to meet your complete satisfaction.

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The value of an investment will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.