Professionally
Following a career in accountancy, Kim began working in financial services in 2000.
Since then, she has worked as both an Independent Financial Adviser and a Paraplanner, developing an instinctive understanding of the ways in which advisers and paraplanners can work alongside each other.
Named ‘Paraplanner of the Year’ at the 2013 Professional Adviser Awards, Kim is both a Certified Financial Planner and Accredited Paraplanner, as awarded by the Chartered Institute for Securities & Investment, as well as being a Fellow of the Personal Finance Society. Kim continues to study to ensure she is able to rise to any challenges that her job may serve up.
As a Director at Go Paraplanning, Kim applies the full breadth of her technical knowledge and insight to her day-to-day job. She intends to play a role in making sure that the perception of paraplanning, as a profession, extends beyond report-writing.
What our clients say
I have been dealing with Taylor & Taylor for the last 15 years. Their service and approach to retirement advice throughout has been excellent.
I have been a client of T&T for many years now. I trust them completely to look after my family's wealth.
I’ve used Taylor and Taylor for years and always received the best advice and accessibility. I would not use anyone else.
T&T have provided a high-end, personalised financial relationship which gives me great confidence and stress-free financial support.
In the four or five years I have dealt with Taylor & Taylor, they have offered me clear, unambiguous advice that has already helped me make a healthy return on my financial investments.
My family have been using Taylor and Taylor for many years and we have recommended them to friends and colleagues.
I appreciate the warm, professional and competent way in which you have dealt with me for the last forty years.
Taylor & Taylor are knowledgeable, professional and are very good communicators.
Taylor & Taylor provide a great, truly personal service, using their skill, knowledge and experience to deliver peace of mind.
I have always appreciated the understanding of the situation and the options provided, always listened to the prompt advice offered.
Speak to a member of our team today
Taylor & Taylor Financial Planning, 94 Chorley New Road, Bolton, BL1 4DH
