Lucas Gaynor

Financial Planner & Chartered Fellow of the CISI


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.

Peter A client since 2012


I have been a client of T&T for many years now. I trust them completely to look after my family's wealth.

Jackie A client since 2010


I’ve used Taylor and Taylor for years and always received the best advice and accessibility. I would not use anyone else.

Allan A client since 2008


T&T have provided a high-end, personalised financial relationship which gives me great confidence and stress-free financial support.

Barry A client since 2017


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.

Anna A client since 2016


My family have been using Taylor and Taylor for many years and we have recommended them to friends and colleagues.

Keith A client since 2003


I appreciate the warm, professional and competent way in which you have dealt with me for the last forty years.

Charles A client since 1979


Taylor & Taylor are knowledgeable, professional and are very good communicators.

Lucy A client since 2005


Taylor & Taylor provide a great, truly personal service, using their skill, knowledge and experience to deliver peace of mind.

Don A client since 1989


I have always appreciated the understanding of the situation and the options provided, always listened to the prompt advice offered.

Sara A client since 2003


Lucas has worked in financial services for over 10 years and is a chartered fellow of the Chartered Institute for Securities & Investment (CISI) with a Level 6 qualification in Investment Management.

Lucas has also completed the highly regarded Financial Wellbeing Certificate with the Institute for Financial Wellbeing.

He has joined T&T with a view to expanding our client services team, building relationships with our clients and assisting with the continued growth of the business.


Lucas and his wife Leonie got married in October 2022 – they love travelling and island-hopping in far flung parts of the world.

He enjoys taking his huge teddy bear of a Bernedoodle (a cross between a Bernese mountain dog and a poodle), Digby, on walks.

Lucas is a keen footballer (and significantly better than Ross [and Chris ever was for that matter]), playing for Old Boltonians AFC for 10 years and counting.

He went to Bolton School and studied Business Management at Nottingham University.


All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Lucas’s entry here.

Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS) – this shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD) you can click here to view Lucas’s.

Speak to a member of our
team today

01204 365 165

Taylor & Taylor Financial Planning, 94 Chorley New Road, Bolton, BL1 4DH