S.Taylor Financial Services
Description
I offer a bespoke and holistic financial planning advice service to SMEs, Directors, individuals and their families, covering the following areas:• Mortgages and Equity Release*
• Business and personal protection
• Pension planning for individuals and companies
• Investment and tax planning
As an Associate Partner Practice of St. James’s Place Wealth Management based in Yeovil, my focus is on building long-term relationships with my clients and providing them with a source of trusted advice as their financial needs evolve over the years. I work closely with my clients to understand their needs and help them achieve their financial goals.
When I am not working, I enjoy spending time with my family, playing golf and racing F5000’s in HSCC series.
If you would like further details, please message or connect with me, or view my website www.partnership.sjp.co.uk/partner/staylorfinancialservices
Your home may be repossessed if you do not keep up repayments on your mortgage.
* To understand the features and risks associated with such products, please ask for a personalised illustration.
S. Taylor Financial Services Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
