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VerifiedFinancial Services· Founded 2014

Taylor Wealth

At Taylor Wealth, we specialise in providing high quality personal advice on many aspects of wealth management and protection, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pension planning, protection for directors, key employees or shareholders, tax planning and aspects of exit strategy planning. We also provide financial education solutions for the workplace as well as young adults. Taylor Wealth Management 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.

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HeadquartersGreat Missenden, United KingdomEmployees3(1 to 10)Founded year2014Websitetaylorwealthmanagement.co.ukLinkedIn profileLinkedIn

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Top roles at Taylor Wealth

3 distinct titles indexed · top 3 shown.

  • 1client services manager
  • 1director of taylor wealth management ltd
  • 1financial adviser

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