Why us?
From our rich heritage to our local presence built on 40 years of trust, our reputation can only be maintained if we look forward with the same enthusiasm as we look back.
There are many reasons why our clients choose to work with us, and we take none of them for granted.
We continue to evolve and expand upon the reasons detailed below; maintaining our reputation, improving our services and working hard for each and every individual.
1
We’re Financial Planners
Financial planning allows us to go beyond simply advising you on your finances. We love getting to know our clients and being able to make a real difference to their lives. By understanding what’s important to you, we can create a financial plan based around your goals. To us, there is no greater feeling than helping somebody to plan for and then achieve their desired lifestyle; enabling them to live a fulfilled life.
2
We’re independent
We are proud to be independent; it means we are not owned by any institution or life insurance company. Not only does this mean that we work directly for our clients, but it also allows us total freedom with the products and providers we use when implementing a financial plan.
3
We’re a family business
Over the past 40 years we’ve built an established business doing what we love. We all share the same values, so the next generation of Taylor & Taylor will be built on the same foundations of honesty and integrity. Our commitment to building a trusted family firm means you can rely on us to take good care of your family’s finances for generations to come.
4
We’re a local business
We are deeply rooted in the community and have earned its trust. We’re proud to be based in our hometown of Bolton; we support many local charities, causes, clubs and schools. What’s more, we work predominantly with people in Bolton and the surrounding areas, including Manchester, Kendal and Liverpool.
5
We have an exceptional support team
Whilst Taylor & Taylor is written on the door we couldn’t do it without the support of our friendly and dedicated in-house team, as well as our outsourced support. They enable us to provide excellent service to our clients whatever their goals may be.
6
We care about our clients
And that care is reflected in their feedback. 98% of clients would recommend us to family, friends or colleagues, 81% of clients have already done so, and 100% of clients believe working with us has helped / will help them to achieve their financial goals.
7
We’re committed to high standards
Of our financial planners, Ross holds the individual Chartered Financial Planner title & Lucas is a Chartered Fellow of the CISI and will achieve his individual chartership once he has completed his next exam. The individual Chartered Financial Planner title is the most widely accepted “gold standard” qualification available for professional financial planners. Awarded by the Chartered Insurance Institute (CII), it shows that you are choosing a financial planner who has made a public commitment to professionalism. You can be confident they demonstrate the highest level of technical knowledge and will provide you with quality advice.
Results from our 2023 client survey following 94 completions
Our client stories
Speak to a member of our team today
Taylor & Taylor Financial Planning, 94 Chorley New Road, Bolton, BL1 4DH
Client feedback
of clients would recommend T&T to family, friends or work associates
of clients have already recommended T&T to family, friends or work associates
of clients believe working with T&T has helped / will help them to achieve their financial goals