People in their 30s

Your 30s is the time when life’s big events, as well their financial implications, start to arise.

It is undoubtedly an exciting time: whether you’re becoming a parent, securing your perfect home or finding your feet in your career, the memories of these ‘firsts’ will stay with you forever.

Nevertheless, your financial situation and the current challenges you’re facing may well be at the forefront of your mind. As much as you will want to make the most of now, it can be easy to forget that your financial future depends on the decisions you make today.

Your family

Your children will undoubtedly be your priority, and their financial needs will be your responsibility for years to come. Budgeting for immediate requirements and long-term costs, from school uniforms to the cost of university, requires careful planning. We also help you prepare for unexpected events and ensure that you have stable safety nets in place to protect your family.

Your home

We all know that venturing onto the property ladder is a daunting process. Financial planning will give you the security and confidence to take that all-important first step. We help you right from the beginning as you secure the right mortgage, all whilst ensuring your financial situation is robust enough to see the process through.

 

Your future

Planning well whilst you’re young will mean that you can enjoy the rest of your life confident in your financial security. Whether you want to expand your family, start your own company or pursue a new venture, financial planning is key. This future planning also extends to life beyond work; whilst retirement may seem like a distant prospect, the sooner you start the better.

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

Request a callback

If you’d like to speak to our advisers, please fill in your details below.