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Taylor Financial Recruitment Ltd

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0.0 (0)
West Yorkshire, United Kingdom
2001

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Company Description

Taylor Financial Solutions Ltd is a Yorkshire based wealth management and financial planning practice that provides tailored advice to individuals, trustees, and businesses across Pontefract, West Yorkshire and beyond. As a Partner Practice and Appointed Representative of St. James's Place Wealth Management plc, the firm advises solely on the SJP range of wealth management products and services, bringing clients a structured approach to building, protecting, and preserving wealth in line with clearly defined personal, trust, or corporate objectives. Clients can access a comprehensive suite of advice spanning investment planning, retirement planning, protection planning, corporate services, mortgages and specialist banking, and intergenerational wealth management, supported by a library of calculators and ongoing insights. Through the SJP investment management approach, the practice can align portfolios to risk profiles using solutions such as the Polaris range, Polaris Multi-Index, InRetirement options for income in retirement, and Growth Portfolios designed to focus on long term capital appreciation, while ensuring clients understand the inherent risks and that values can fall as well as rise. The team is led by Director and Senior Financial Planner Matthew Taylor, with operational leadership from Director and Practice Manager Hannah Taylor, reflecting a client centric culture focused on long term relationships and clear, responsive service. The practice engages clients from its Pontefract base at The Fairfax Suite, The Barracks Business Centre, WF8 4HH, and operates standard office hours Monday to Friday, 9:00am to 5:00pm. Taylor Financial Solutions Ltd is registered in England and Wales, number 9619551, with a registered office at 96 Bondgate, Pontefract, WF8 2LQ. Clients benefit from regular communications, including an e briefing service to stay up to date with market and planning insights, and the reassurance that advice is delivered under the regulatory framework of the Financial Conduct Authority via St. James's Place.

Services

Permanent Recruitment
Executive Search & Interim Management

Service Delivery Models

No items available

Specialization

Industry Focus

Financial Services

Profile Expertise

Finance & AccountingSenior ExecutivesGeneralist - white collar professionals

Who we worked with

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FAQ

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