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The Taylormade Financial Management LLP

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The Taylormade Financial Management LLP

Overview:

The Taylormade Financial Management LLP is an Independent Financial Advisor Practice in Claygate Surrey.

The firm offers individual financial planning advice under FCA (Financial Conduct Authority) regulation, and operates on either a fee or product charges basis (or a combination of both) dependent upon individual client circumstances. We have no business arrangement with any supplier of financial services products, and are free to use solutions for the whole market.

The practice was established in May 2008 following the continuing success of Taylormade Financial Solutions Ltd, and is focused on providing a bespoke financial planning service at a high level.

Our objective is to inform our clients about their options and the likely outcomes; chiefly we want our clients to have a solution that behaves as they expect.

Many of our clients have complex financial planning needs, and we are accustomed to providing solutions for them. The scope of what we do is very wide – too wide to describe in detail here. If you are interested in the services we can provide to you, please contact us for a no obligation discussion, or to arrange an initial meeting at no cost.

The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. Authorised and Regulated by the Financial Conduct Authority

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE

The Financial Conduct Authority does not regulate Taxation advice, Trust advice and some forms of mortgages and Individual Savings Accounts. There may be a fee for Mortgage advice. A typical fee for Mortgage advice is 0.5% of the Mortgage amount. However, we will discuss your payment options with you and confirm the actual amount payable before we begin to provide our services.

History:

Collectively the Members, Adrian Taylor and Greg Simmonds, have over 35 years experience in financial planning.

Greg Simmonds is a Chartered Financial Planner and Associate Member of the Chartered Insurance Institute and Personal Finance Society.

As such, he is qualified to advise on investments, pensions, life assurance, mortgages, pension fund withdrawal (otherwise known as income drawdown, or unsecured income), inheritance tax planning and trusts.

Central to the philosophy of the practice is a regular review process for our clients to ensure that the solutions implemented continue to serve the client’s needs in the long term.

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