Daniel

Daniel

Director & Independent Financial Adviser

What do Daniel's 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 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

Contact Daniel

daniel.taylor@taylormcgillfs.co.uk

0115 947 5545

George Square, 8B George Street, Nottingham, NG1 3BE

At work

Daniel has been working in the industry for over 10 years. He joined Taylor McGill in an administration capacity whilst completing his qualifications, then became a Financial Planner in 2013.

Daniel’s expertise lies in helping people who have inherited wealth and are looking for financial guidance, as well as people at retirement age who need help navigating the myriad of options available to them.

At play

Daniel’s big hobby is karting; he travels around the country competing in the national championship. When’s he’s not on the track, Daniel enjoys running, playing golf (“more like hacking”), building and painting models, gardening, numismatics, horology and spending days out with his wife.

Qualifications

Diploma in Regulated Financial Planning

Award in Pensions Update

Certificate in Mortgage Advice

Certificate in Life & Pensions

The important stuff

All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Daniel’s entry here.

Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Daniel’s.

  • Rudeness
  • Queue jumping
  • Milk
  • Potholes
  • Weak tea
  • Reality TV

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