I've worked in financial services since 1998, working first at a stock broking firm and then as an Independent Financial Advisers, before joining St. James's Place early in 2008.
I work with a wide variety of clients providing personal advice across a range of financial planning needs, including pension planning and investment planning, protection and tax planning. I see the longer-term relationship between adviser and client as essential in providing ongoing advice and I work with my clients over the years to ensure continued suitability of advice.
I joined Taylor Wealth Management in 2018, initially working in a technical role designing retirement and investment planning solutions for our clients, before qualifying as an Adviser.
I build long term relationships with my clients through which I help them grow and protect their wealth. I take a planning approach that starts with clients’ end goals in mind, and, once implemented, their bespoke plans are regularly reviewed to ensure continuing suitability as their circumstances change.
My background is in training, event and office management, working for many years in London, in Local Government and at London Business School before moving closer to home to work in the food and training industry as a Marketing/Office Manager.
It is this variety of skills that helps me to oversee that systems and processes used by the team are effective and compliant, whilst supporting the advisers and ensuring a continual improvement to the overall client experience.
I have been with Taylor Wealth Management since 2015 following an exciting career as a Naval Officer and an Executive Assistant. My role helps support our client’s financial plans and keep everything on track, whilst striving to provide an enduring client-adviser relationship underpinned by integrity and trust.
I have been with Taylor Wealth Management since 2009. With a background in Marketing, I now specialise in the technical aspect of financial planning. I work with the advisers to create a bespoke financial planning solution for each of our clients and bring a keen eye for detail to all projects.
I have working in the banking and finance sector for over 15 years and joined Taylor Wealth Management in 2019. My role is to work with the advisers, producing suitability letters for new and replacement business.
I have helped and supported Taylor Wealth Management for a number of years, providing administrative assistance to the whole team.