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.
Likes
- Playing with Jovie
- His dog, Digby
- His cats, Dusty & Rusty
- Playing football
- Pizza
- Acquiring interesting facts
Dislikes
- Not knowing how something works
- Shopping
- Cheese
Professionally
Lucas has worked in financial services for over 14 years and is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Fellow (Financial Planning) of the Chartered Institute for Securities & Investment with a Level 7 Diploma in Advanced Financial Planning.
Lucas has also completed the highly regarded Financial Wellbeing Certificate with the Institute for Financial Wellbeing.
He joined T&T in March 2022 with a view to expanding our client services team, building relationships with our clients and assisting with the continued growth of the business.
Personally
Lucas and his wife Leonie got married in October 2022 – they love travelling and island-hopping in far flung parts of the world.
Their daughter Jovie was born in July 2024.
Lucas enjoys taking his huge teddy bear of a Bernedoodle (a cross between a Bernese mountain dog and a poodle), Digby, on walks around Monton.
Lucas is a keen footballer (and significantly better than Ross [and Chris ever was for that matter]), playing for Old Boltonians AFC for over a decade.
He went to Bolton School and studied Business Management at Nottingham University.
Importantly
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
Taylor & Taylor Financial Planning, 94 Chorley New Road, Bolton, BL1 4DH