Taylor McGill Financial Services

At Taylor McGill, we pride ourselves on being a trusted and experienced Independent Financial Advisers, committed to providing exceptional service and support to individuals and businesses across the East Midlands and beyond. With a proven track record of delivering bespoke financial solutions tailored to our clients' unique needs and aspirations.

The Value of Advice

We understand that every individual's financial situation is unique, and that's why we take the time to get to know you, both as a client and as a person. Our advisors will work closely with you to understand your goals, ambitions, and concerns, to create a customized financial plan that suits your lifestyle, risk tolerance, and long-term aspirations.

Why Choose Us?

As an independent firm, we have the freedom to recommend a wide range of financial products and services, giving you access to a vast array of investment options. Our commitment to providing exceptional service, our proactive approach, and our expert team of financial advisors are just a few reasons why we believe you should work with us.

Your Journey

We believe that understanding your financial goals, needs, and concerns is the first step in creating a bespoke financial plan. That's why we follow a five-step process to create your personalized financial plan. Our financial advisors will work closely with you to:

• Understand your current financial situation
• Identify your goals and aspirations
• Assess your risk tolerance and willingness to take calculated risks
• Develop a comprehensive financial plan
• Review and regularly review your progress

Who We Work With

We have the expertise and experience to work with individuals and businesses from all walks of life. Whether you're a young professional, a family, or a business looking to grow, we can provide expert guidance and support to help you achieve your financial goals.

Case Studies

We are proud to have helped numerous clients achieve their financial aspirations. From consolidating investments, setting up protection, organising pensions for self-employed couples, and much more, we have extensive experience in providing bespoke financial solutions for individuals and businesses.

Meet the Team

Our Director and Independent Financial Adviser, Daniel Taylor, is supported by a dedicated team of advisors and administrators at George Square Financial Management. Our advisors are highly qualified, experienced, and committed to providing exceptional service and support to our clients.

What Our Clients Say

Our clients' testimonials speak volumes about our commitment to providing exceptional service and support. From consolidating investments to securing protection, our clients have experienced the Taylor McGill difference.