Vicky Lomas​

Client Services Administrator

Professionally

Vicky has over 30 years in the financial services industry, having started her career with Sun Life who became Axa. She stayed in the corporate world for 23 years before moving onto the other side of the fence working alongside financial adviser firms.

Vicky works as our Client Services Administrator and works alongside Hilary to provide an excellent service and experience for our clients. Vicky also liaises with providers and external customers to ensure that our processes run smoothly.

Personally

Vicky has been married to Paul for 27 years and they have 2 adult children. Her son has just graduated from University and has also decided to follow a career in financial services. Her daughter is in her final year at university studying to become an adult nurse.

Vicky spends her time enjoying the outdoors and loves walking and weekend breaks in the Lake District and Yorkshire. She is also passionate about foreign travel and enjoys exploring new places and cultures.

What our clients say

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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

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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

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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

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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

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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

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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

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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

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

Lucy A client since 2005

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

Don A client since 1989

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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

Speak to a member of our
team today

01204 365 165

info@taylortaylor.co.uk

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