Who we work with

Typically, people come to us for financial help when they have a specific financial problem, they’re looking to make a change to their life, or they’re worried about what the future holds.

There are some common factors and experiences that occur in each decade of life, which is why we have tailored our service for specific age groups.

From buying your first home to planning your estate in retirement, the way we save, invest and spend must be sustainable for our entire lifetime. Financial planning ensures it can be.

Find out more about how we work with people at each stage of life:

People in their 30s

Whether you’re buying your first home or welcoming your first child, planning well whilst you’re young will enable you to enjoy the rest of your life confident in your financial security.

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People in their 40s

Balancing the needs of your family, your mortgage and your career results in a whole host of financial implications. We establish order and tackle your challenges with a bespoke plan.

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People in their 50s

Even if retirement is a distant goal, now is the perfect time to establish your financial reality, explore your life-long aspirations and lay some all-important foundations.

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People in their 60s

Transitioning into a part-time role or full retirement requires careful financial planning. Our goal is to transform your capital into a lifelong fund that will support your aspirations.

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People age 70+

In retirement, enjoying your money in a sustainable way must be balanced with other future needs, such as securing a financial legacy to leave behind for your loved ones to enjoy.

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What do our clients have to say?

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 A client since 2013
On my retirement, over ten years ago, my lump sum was invested in a low-risk portfolio which had been making satisfactory gains but was not actively managed. I have no aptitude for picking stocks and shares, but I need to feel that the right decisions are being made in regard to the placing of my financial resources. Recently I became the beneficiary of a bequest in the form of a percentage of a pension pot. I had no idea as to how to proceed with this sum and the legalities which attached to it. Daniel Taylor of Taylor McGill provided all the information I needed to make choices and guided me through the steps needed for the transfer of funds, taking note of my attitude to risk. Also, at my request, he examined my original portfolio and made sure that it will be held in a tax-free ISA. Throughout these meetings, he had relevant information at his fingertips and was able to answer my queries, either then or later, online. I am very satisfied with the service I received. Barbara, Suffolk A client since 2017
We have been using Taylor McGill as our financial advisers for approximately thirty years. Originally it was Simon who provided the advice, and latterly his son Daniel has taken over our portfolio. We have sought advice on pensions, ISAs and other financial transactions. We have always been more than satisfied with the advice received and have recommended them to several of our friends and colleagues. Being a small, family firm, we are seen by the same person each time, whether this be for our annual review or on any occasion when a need or query has arisen. We know the partners very well and we’re very grateful that we do not have to endure constant changes in personnel. They are always readily available, and we like the personal touch. Terence and Mollie, Nottinghamshire A client since 1991
I have been trading with Taylor McGill since the mid-1980s and continue to be very comfortable with their business attitude and product recommendations. Initially they took great care and time to understand our business, its structure and needs. Not only do I get first-class service from Taylor McGill, but over the years they have constantly monitored (and moved, if necessary) my investments and pensions as new legislation requires in an ever-changing market place. Steve, Leicestershire A client since 1991

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