Ross Taylor

Managing Director & Chartered Financial Planner

01204 365165


What our clients say


Chris and now Ross have always been there when I needed them. They’re very helpful… that helps me sleep at night.

Stephen A client since 2012


Face-to-face meetings are always homely in atmosphere. It's been a pleasure to build a relationship with Chris, Ross and all the team.

Frank A client since 2007


Chris and Ross are true professionals and are fantastic to deal with. We feel happy and safe to have our investments in their hands.

Lisa A client since 2017


I was a little apprehensive before my first visit, but was immediately put at ease by Chris and Ross. They listened to my needs and advised me of the best places to put my money.

Angela A client since 2017


Chris, Ross and his team are very professional in what they do. They always make sufficient time for us and are available whenever we make a request.

Jeff A client since 2013


We’ve been with Chris for nearly 20 years and don’t hesitate to contact him if we have a query. He is so approachable, and it’s good to see Ross of the same ilk following him.

Alan A client since 2001


I have found Ross and Chris to be understanding, good listeners and trust that they will provide me with the best financial plan.

Julia A client since 2018


Ross joined Taylor and Taylor in November 2016 having qualified as a Chartered Accountant at EY.

Having qualified as a Chartered Financial Planner in April 2023, Ross is now working towards the globally recognised “Certified Financial Planner™” qualification.

Prior to joining EY, Ross completed the Teach First graduate scheme and taught for two years at a secondary school in North Manchester, followed by two years at a school in Nairobi, Kenya. Whilst in Kenya, Ross obtained his Masters in Leadership in Education.


Outside of work, Ross is a distinctly average footballer (to his continued dismay) and a considerably better golfer than his father!


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

Speak to a member of our
team today

01204 365 165

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