Taylor McGill Financial Services

At Taylor McGill, we're a firm of Independent Financial Advisers based in Nottingham, with a rich history that dates back to 1991. Our commitment to providing exceptional service and support has remained unwavering, and we've proudly served individuals and businesses across the East Midlands and beyond. As a part of George Square Financial Management, we've expanded our capabilities to offer a broader range of services, ensuring that our clients receive the most comprehensive and bespoke financial planning solutions.

Our Expertise

As Independent Financial Advisers, we specialise in creating bespoke financial strategies that cater to our clients' unique aspirations and objectives. Whether you're seeking expert advice on pensions, planning for the future, have a lump sum to invest, need help securing a mortgage, or require a financial plan for your business, our team of trusted financial advisers in Nottingham is dedicated to helping you achieve your goals. Our expertises encompass a wide range of services, including financial planning, mortgage advice, investment management, and retirement planning.

Our Mission

Our mission is to build long-lasting relationships with our clients, based on trust, transparency, and a deep understanding of their financial goals. We believe that financial planning is a personal journey, and we're committed to guiding our clients every step of the way. Our team of highly-qualified and experienced Independent Financial Advisers is passionate about delivering exceptional service, and we're dedicated to helping our clients make the most of their finances.

Our Values

At Taylor McGill, we're built on a foundation of values that guide our approach to financial planning. We're committed to:

• Providing expert advice that's tailored to our clients' unique needs and aspirations
• Building long-lasting relationships based on trust and transparency
• Delivering exceptional service that exceeds our clients' expectations
• Staying up-to-date with the latest industry developments and best practices
• Offering a personal and proactive approach to financial planning

Your Journey with Us

When you work with Taylor McGill, you can expect a tailored approach that's tailored to your individual circumstances. Our five-step process ensures that we understand your needs, goals, and aspirations, and create a bespoke financial plan that's designed to help you achieve success. From consolidating investments to setting up protection, our expert team is dedicated to helping you navigate the complex world of finance.

Testimonials

But don't just take our word for it! Our clients are the best testament to our commitment to excellence. Here's what one of our clients has to say about their experience with us:

"I have been a client of Taylor McGill Financial Services since 2014. At that time, I had a number of annuity style pensions, both private and company, which I wanted to transfer into a single drawdown facility. Daniel contacted the trustees of the funds to expedite a speedy and cost-effective reassignment and professionally dealt with the significant red tape required to do so very effectively. Since then I have retired and have found Daniel is always very prompt and attentive when I require funds. I find our regular meetings very informative, both in terms of aligning my drawdowns to my specific requirements but also in terms of understanding tax-efficient vehicles for future investments. All in all, I have found Taylor McGill and Daniel Taylor in particular, very professional and easy to work with. I am very happy to be their customer."

-- Sean, Ravenshead

Meet the Team

We're proud to have a talented team of Independent Financial Advisers and administrators at George Square Financial Management, led by Daniel Taylor, son of our founder Simon Taylor. Daniel is dedicated to providing exceptional service to our loyal clients, and is supported by a wider team of experts. You can learn more about our team by visiting our website.