Taylor & Taylor

At Taylor & Taylor, we have been providing trusted, independent financial advice to clients across Bolton and beyond for over 40 years. Our team of experienced professionals is committed to delivering high-quality service, tailored to meet the unique needs and goals of each individual client. Our values of integrity, professionalism, and reliability are at the heart of everything we do, and we strive to build long-lasting relationships with our clients based on trust, understanding, and expertise.

Our Services

We offer a wide range of financial planning and investment services to help individuals achieve their financial goals, no matter what stage of life they are at. Whether you are a business owner, professional, high earner, approaching retirement, or bereaved, we have the expertise and experience to guide you every step of the way. Our services include:

• Pension planning and management
• Investment planning and portfolio management
• Retirement planning and planning for the golden years
• Business succession planning and exit strategies
• Inheritance tax planning and estate administration
• Will writing and probate services
• Bereavement support and assistance

Our Team

Our team of experienced professionals is dedicated to providing personalized service to each and every client. Our team consists of:

• Ross Taylor, Managing Director and Chartered Financial Planner
• Chris Taylor, Director and Financial Planner
• Lucas Gaynor, Financial Planner and Chartered Fellow of the CISI
• Hilary Smith, Client Services Manager
• Claire Phillips, Office Manager
• Zoey Moorhouse, Accountant
• Kim Bendall, Paraplanner
• David Kemp, Business Coach
• Karen Malin, Compliance Consultant
• Vicky Lomas, Client Services Administrator

Our History

We are proud to have been based in our hometown of Bolton since our beginnings in 1993. Our founder, Chris Taylor, became an Independent Financial Adviser in 1989, and his son Ross joined the team in 2016. We have earned the trust of our community and are committed to continuing to provide exceptional service to our clients.

Client Feedback

We are proud of the strong relationships we have built with our clients, and the feedback we have received is testament to the high level of service we provide. In a recent survey, 100% of our clients would recommend us to family, friends, or work associates, and 40% have already done so. Additionally, 99% of our clients believe that working with us has helped or will help them to achieve their financial goals.

Client Stories

We have helped numerous clients to achieve their financial goals and overcome challenges. Some of our clients have shared their stories with us, and we are proud to share them with you. From business owners to professionals, high earners to those approaching retirement or dealing with bereavement, we have helped individuals from all walks of life to achieve their financial aspirations.