25 years ago, we were in our late 40s/early 50s, looking towards retirement. We had a family business and needed an exit strategy.
We were nervous at first because there were a lot of jobs involved in the business, and you’re a long time retired, so we needed a solution that suited all parties.
When we first met them, Taylor & Taylor put in place some financial planning for retirement. They also presented us with various strategies depending on what exit strategy we took. It made our future that much clearer.
They’ve made us feel very at ease. It’s the personal element of dealing with Chris and Ross that has given us the confidence that they can tackle any problem that we put in front of them.
We’ve successfully exited the business. It’s now thriving under new owners. We’re well into retirement, and we feel our finances are well-managed by Chris and Ross, giving us peace of mind that our future is secure.
The best thing about working with Taylor & Taylor is the personal element. I feel that you can phone them at any time with any problem, which will be dealt with professionally and efficiently.
They’ve made us feel very at ease. It’s the personal element of dealing with Chris and Ross…they can tackle any problem that we put in front of them.