What my clients say:

  • Initially contacted Taylor for his help to find a mortgage which he sorted with very little hassle and explained all my options better than the two previous mortgage advisors I had met before. He really helped clarify all the implications of what was involved and made sure I felt safe enough for such a major investment. If it wasn't for him, I wouldn't be writing this review from my own living room. He also organised a life insurance policy for me and transferred my Nest pension to a much more competitive scheme, he was an all round one stop shop. Thanks again Taylor, I've already recommended him to all my friends and family!

  • Taylor arranged the mortgage on our first home completely remotely. He also arranged solicitors for us and a survey on the new place. Taylor sorted our mortgage insurance so we have peace of mind. We had lots of questions along the way and Taylor was willing to meet on Teams at short notice, even on the evenings as we both work full time. We are super happy with the service we received.

  • Taylor had been advising my parents on their investments. He helped me move 3 of my ISAs into 1 and set up monthly payments into my new ISA. Taylor also helped set up injury cover as I play semi-professional football. It’s nice to know my adviser is at the other end of the phone if I need him.

  • We were moving home and needed a new mortgage and our protection reviewed. Taylor made the whole process feel straightforward, and everything was tailored to our situation.

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  • I had several old pensions from previous jobs and no idea where to start. After consolidating them and discussing drawdown options, I finally feel in control of my retirement. Taylor explained everything clearly without any jargon.

  • Taylor helped us remortgage and borrow more to build an extension. He sorted the solicitor and helped us with medical insurance for our whole family. Really grateful for all his help!

  • Equity release was something we were cautious about, but the advice Taylor gave was easy to understand. I never felt pressured and now feel confident in the decision I made.

  • After I went self-employed, I needed advice on starting a pension. Taylor helped me set out a clear plan for retirement as well as pointing out that working for myself meant I needed more protection for my income and family. He arranged a new pension, income protection and life & critical illness insurance.

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