About Us
We’re an established independent advice business based in South Wales, working with clients locally and across the UK. A small, dedicated team, offering financial advice and planning with our clients’ best interests at heart.
We provide clear, personal advice built on trust and long-term relationships.
Our focus is helping clients understand their finances, make confident decisions, and keep their plans on track as life changes.
Our focus is helping clients understand their finances, make confident decisions, and keep their plans on track as life changes.
Meet the Team
Taylor Jones
Financial Planner
Taylor is an independent financial adviser/ planner and the owner of Taylored Financial Planning.
She began her career after completing a degree in medical sciences, choosing to move into financial advice soon after graduating. Taylor is committed to ongoing professional development and is currently completing advanced diploma studies alongside her role.
She advises individuals, families and business owners across all areas of financial planning and finds it rewarding to help people put the right steps in place to achieve the things they’ve planned for.
Alesha McCook
Administrator
Alesha keeps everything running smoothly behind the scenes.
She manages client administration, coordinates appointments and ensures the day-to-day side of the business runs efficiently.
She is often the first point of contact for clients and is happy to help with any queries or requests.
Lets Tailor your Financial Journey
Get in touch to discuss how we can help you plan, protect and enjoy your wealth with confidence.