Taylor Financial Solutions

Welcome to Taylor Financial Solutions Ltd, a distinguished financial planning and wealth management firm based in Pontefract, West Yorkshire. Our Director and Wealth Manager, Matthew Taylor, has been providing expert financial advice since 2001, with a focus on building long-term relationships with clients across Yorkshire, Lancashire, Greater Manchester, and beyond. We specialise in offering bespoke financial planning services to individuals, trustees, and businesses, ensuring our advice is tailored to meet your unique personal, trust, or business objectives.

Our Commitment to Professional Standards

At Taylor Financial Solutions Ltd, we are committed to working to the highest professional standards for all clients. Our advice is founded on integrity, competence, and diligence, as we strive to build and preserve your wealth. We pride ourselves on offering a truly holistic planning approach, frequently collaborating with our clients' own accountants and solicitors to provide well-rounded financial strategies.

Our Relationship with St. James's Place Wealth Management

We are proud to be an Appointed Representative of St. James's Place Wealth Management plc, a UK-based financial advice company that has been trusted by nearly 1,000,000 clients to look after over 168bn of their money. Our partnership with St. James's Place ensures that we can dedicate our time to creating a personalised financial plan for you, while they handle the management of products, review of fund managers, and regulatory compliance.

The Benefits of Working with Us

By working with Taylor Financial Solutions Ltd and St. James's Place, you will receive the following benefits:

1. Dedicated Financial Advice: Our undivided attention is focused on you, our client. We are committed to providing you with one-to-one financial advice tailored to your unique goals and needs.

2. Investment Management Expertise: St. James's Place recognises that no single investment house has a monopoly on investment expertise. Therefore, they carefully select a number of external managers to manage their range of funds, ensuring your investments are managed by the best in the industry.

3. Access to Experts: We have access to a wide range of support through the St. James's Place group, including tax specialists, product experts, and dedicated third-party support teams. This enables us to build and execute your financial plan effectively.

4. Size and Scale: By investing through us with St. James's Place, your money is joining over 168bn of other clients' investments that SJP look after. This provides real power to negotiate fund manager fees, engage with companies on their ESG credentials, and advocate for policy changes that benefit your finances.

Our Services

At Taylor Financial Solutions Ltd, we offer a comprehensive range of financial planning and wealth management services, including:

1. Wealth Management: We specialise in providing high-quality advice on various aspects of wealth management. Our goal is to work with you to help you achieve your financial goals.

2. Retirement Planning: We help you plan for a secure and comfortable retirement, whether you are looking to build, grow, protect, or preserve your wealth.

3. Investment Planning: Our investment planning services focus on building and preserving your wealth using a range of investment solutions tailored to your risk tolerance and financial objectives.

4. Inheritance Tax Planning: We'll help you navigate the complexities of inheritance tax planning, ensuring your legacy is passed on to your loved ones in the most tax-efficient manner possible.

5. Protection Planning: We offer a range of protection solutions, including life insurance, critical illness cover, and income protection, to help safeguard your financial future and provide peace of mind.

Meet the Team

Our team is dedicated to putting our clients at the heart of everything we do. Find out more about the professionals behind Taylor Financial Solutions Ltd.