Paul Taylor

Paul Taylor 2017-08-16T11:26:35+00:00

Project Description

Chartered Financial Planner
Areas Covered: Nationwide

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 Paul Taylorvouched-for-logo-2 Paul Taylor
Chorley based Paul is a ‘man on a mission’ to bring top quality financial planning advice to entrepreneurial clients in the North West. He has strong views about how advice is best given. Many Managing Directors of North West firms benefit from working with him.

Paul is a Chartered Financial Planner and achieved his Chartered status in December 2007.  He was amongst the first few hundred financial advisers in the UK to receive the qualification. The title Chartered Financial Planner is the most widely accepted “gold standard” qualification available for professional financial planners and advisers in the United Kingdom. Awarded by the Chartered Insurance Institute, the qualification promotes the highest standards of integrity, technical competence and business capability.  He is also a Fellow of The Personal Finance Society.  In 2013 The Bolton Insurance Institute awarded Paul the E Morgan Advanced Diploma, a prize for the highest academic achiever.

Paul became a Senior Associate Director of True Bearing Chartered in 2013.

He developed his financial knowledge with Axa Sunlife as a graduate recruit before joining True Bearing in 2004. In 2009 he became an Associate Director of the firm. Paul operates predominantly throughout the North of England with a scattering of entrepreneurial clients around the UK. Paul is committed to delivering a bespoke service to a select group of business people. As a consequence his aim is to have a small client base that receives an exceptional level of service and cutting edge solutions.

Paul’s passion is in advising business owners and directors on how to protect what they create and to maximise wealth. He describes himself as a lifestyle financial planner and spends a lot of time with his clients ensuring they live the life they want without fear of running out of money. His professional and can-do attitude has helped build long-term relationships with many of his clients.

He is proud of his northern roots. He was Head Boy at Mount St Josephs (Bolton) before graduating from Manchester University with BA (Hons) in Modern Languages.

Paul is married to his American wife Jenny and they have two children. He loves the outdoors especially off road running. He is a member of Wigan Golf Club and is a category 1 golfer.

Paul’s Planning Principles

Specialism is comprehensive estate planning, including strategies to maximise investment returns within agreed risk mandates, minimising taxation and protecting what has been created in terms of family and business wealth. He believes effective cash flow modelling is an essential pre requisite to underpin any financial decision.

Paul is committed to delivering a bespoke service to a select group of business people and high net worth individuals. As a consequence his aim is to have a small client base that receives an exceptional level of service and cutting edge solutions. He is accustomed to working with clients with complex financial affairs.

Qualifications

G10 – Tax and Trusts
G20 – Investments
G60 – Pensions
CF2 – Investment and Risk
CF8 – Long Term Care Insurance
CF9 – Pensions Simplification
J04 – Pension Funding Options
J05 – Pension Income Options
FA1 – Life Office Administration
FA2 – Pensions Administration
ER1 – Equity Release
AF2 – Tax and Legal Aspects of Business
J03 – Tax and Legal Aspects of Business
R03 – Personal Taxation
AF3 – Pension Planning

“Paul quickly and efficiently assessed our position and clarified what needed to be done before the start of the new tax year in order to protect the higher LTA limit. Also, reviewed current Life Insurance policies.”

Review from a verified client (via vouchedfor), Lancashire.

“Paul provided full advice on my pension arrangements. He responded extremely promptly to my enquiry, gave matters his full attention and, working with his team, delivered exactly the required solution. Excellent service! Paul has a very good business manner and takes the time to understand the financial services which are needed.”

Review from a verified client (via vouchedfor), Lancashire.

“I have dealt with other financial advisers in the past and Paul’s service sets him apart from his peers in my experience. The structure of Paul’s business affords him the time to deliver a high level of service to clients. I can say with certainty that Paul puts far more time and effort into our business relationship than my previous advisers and this has led to a far better experience for me in my dealings in the financial services industry.”

Paul Jordon, Managing Director, E Jordon Refrigeration Ltd, Oldham.

“Paul is very professional and client focused plus he has provided me with excellent pro-active advice. He is well
researched, knowledgeable and willing to adapt his suggestions to fit the requirements and wishes of his clients.”

Review from a verified client (via vouchedfor), Lancashire.

“Paul is very likeable and has a way of explaining things very well that make sometimes what can seem complex simple and straight forward. It is important for me to surround myself with people like me, Paul is one of those people.”

Review from a verified client (via vouchedfor), Cheshire.

“In my case Paul has really tidied up all of my finances so everything is much easier to understand and find. I would say that Paul scores really highly in that he is very knowledgeable as a financial Adviser. In fact he is amongst the elite when it comes to giving financial advise because he has the highest level of financial qualifications that can be attained. As a business owner I also like the fact that when he comes to see me that our meetings are always well structured and he conducts his business very efficiently. It is my pleasure to vouch for Paul to any new and potential clients.”

Review from a verified client (via vouchedfor), Lancashire.

“Tries hard to build both stability and growth in my portfolio in all areas including my SIPP and Offshore Funds. In the early years this was more difficult as his hands were tied as he could only make investments for me which were approved by my wife’s firm’s Compliance Department which were not necessarily his first choice. He has liaised well with other advisors to come up with good solutions for my investments.”

Review from a verified client (via vouchedfor), Cheshire.

“Paul has been our advisor for a number of years now and I can only say we are pleased with the way he has responded to any queries we may have had. We also feel he has our best interests at heart when it comes to our investments. We would have no hesitation to recommend him to friends and family.”

Review from a verified client (via vouchedfor), Lancashire.

“Paul was very professional in his approach and delivered completely every financial promise.”

Review from a verified client (via vouchedfor), Lancashire.

“Paul is very proactive and knowledgeable in his field, having been a client for some 10 years he has looked after my investments very well.”

Review from a verified client (via vouchedfor), Lancashire.

“We have used Paul for approx 5 years during this time he has structured our finances giving us excellent advice which has seen our savings and investment grow year on year, He always gives very clear and informed information in a way that is very easily understood. He has a very easy open friendly manner and is never pushy and always very punctual.”

Review from a verified client (via vouchedfor), Lancashire.

“I’ve had Paul manage my portfolio now for just over a year and found him to honest, expeditious and very knowledgeable in all aspects of the financial world, I would consider him to be an asset to the growth of any portfolio.”

Review from a verified client (via vouchedfor), Lancashire.

“Paul is a very personable young man who had advised us well for over ten years.”

Review from a verified client (via vouchedfor), Lancashire.

“Paul was excellent at putting together a structured plan for my pensions and investments, which I really did not have prior toappointing him as my Financial Advisor.”

Review from a verified client (via vouchedfor), Northamptonshire.

“Up to speed with all pension and tax changes, which he projects forward to my financial situation. He explains issues with clarity, and is not afraid to react quickly to changes. i am very pleased with his attitude and presentation during our reviews,which I find very informative. I am very comfortable with his advice.”

Review from a verified client (via vouchedfor), Lancashire.

“Paul has helped me move my pension to hopefully create better long term value with lower fees, he has arranged very competitive life insurance cover, and provided advise on various tax planning issues, to enable me to reduce taxes should I not be around much longer (you just never know). Paul makes understanding each item easy through various diagrams & back to basics explanations.”

Review from a verified client (via vouchedfor), Lancashire.

“First of all Paul is an excellent communicator in that he knows his job extremely well and is very knowledgeable in his field. Sometimes when he explains something he doesn’t just explain it verbally he also if appropriate will sketch little diagrams and plans to enforce his point or message. I also like the fact that when I do have a meeting with him there is always a lot of structure to our meetings.”

Review from a verified client (via vouchedfor), Lancashire.

“Provides all information in a quick and clear, easy to understand way. Paul is always available to help and I look forward to our regular meetings.”

Review from a verified client (via vouchedfor), Lancashire.

“Paul is very good at simplifying complicated issues. He’s not overpowering or pushy and he listens to your want and needs. He is extremely knowledgeable and has a very nice manner about him.”

Review from a verified client (via vouchedfor), Lancashire.

“Paul understands us and what we’re looking for and we feel he always is working for us. He listens and respects our view.”

Review from a verified client (via vouchedfor), Cheshire.

“Keeps me abreast of changes in legislation which may effect me. This has been particularly useful with the recent pensions changes. He also makes me aware of the range of investment opportunities which are available.”

Review from a verified client (via vouchedfor), Lancashire.

“Ensures that everything is clearly explained in simple terms -clearly understood my personal situation and set out clear risk potential of any investment.”

Review from a verified client (via vouchedfor), Lancashire.

“I have sat down with advisers in the past. I can honestly say none of them have been able to give me the clarity I need on my future in the manner that Paul has. He really took time to understand my ideal future, the technology he used and his methods resulted in giving me a clear blueprint on living my desired life.”

Review from a verified client (via vouchedfor), Lancashire.

“Paul is adamant that the key to his success is the close long term relationship he builds with his clients. I am confident given the time we have spent in our consultations that he is true to his word. ”

Richard Kayser, Managing Director, RAM Services Ltd, Burnley.

Paul-Taylor_Nov16-200x300 Paul Taylor
Paul Taylor Chartered Financial Planner
Office: 01257 260011
Mobile: 07815 756 818
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