Mike Taylor
Mike Taylor
APFS
Having a wide range of expertise and knowledge gained over many years in financial services, and achieving the Chartered Financial Planner Award, I offer a dedicated, face to face wealth management service. Working closely with my clients I aim to provide solutions to satisfy all their financial objectives both now and in the future.
About
I have been in the financial services sector for over 20 years, dedicated to helping others make the most of their money and realise their financial goals. Over the years, I have worked for some of the most recognised High Street banks, gaining many qualifications along the way, including The Chartered Insurance Institute’s Diploma status followed by achieving the Chartered Financial Planner Award.
I recognised that I could provide clients with a better service and the best possible advice by setting up my own business, becoming a Partner of St. James's Place as part of the process. This allows me to apportion time in line with my clients' needs rather than any prescribed timetable. Now, I focus on promoting the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.
Outside of my working life, I love spending time with my wife and twin daughters on days out for leisure and of course shopping!
Promotions
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 11/01/2023
The Partner 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) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
