What Our Clients Say
“Taylor has been our financial advisor for several years. She always understands and reviews our short and long-term financial goals which are most appropriate for our circumstances. Taylor always provides valuable advice in all financial matters, and we are very satisfied with, and highly recommend her expert assessment and services.”
Andrea & John Hickman, Caerphilly
“My experience with Taylor was amazing. I’d never worked with an adviser before so was bit uncertain, but she made me feel at ease and made things easy for me to understand. As a business owner, I’d recommend her to anyone who needs advice.”
Alexandra Nicole, Cardiff
“Taylor has been giving me financial advice for a few years now. She always takes time to explain my financial matters clearly which gives me confidence, reassurance and understanding. I have always found Taylor to be a lovely, approachable person and a good communicator. I can’t recommend her enough.”
Lisa Tanner-Jones, Cardiff
“We have worked with Taylor for a number of years. We always feel relaxed and never rushed. More recently, Taylor gave us advice around our retirement, which felt like a minefield and caused us some stress until she clearly explained our options. We no longer have concerns about our finances and feel reassured knowing we have a clear plan in place.”
Kevin & Lesley Matthews, Rhondda
“I’ve really enjoyed working with Taylor. She combines strong financial knowledge with a clear and reassuring way of explaining things. Communication has been excellent and I always feel supported and informed. The guidance I’ve received has already made a real difference. If you want a financial advisor who is professional, reliable and genuinely committed to your success, I highly recommend Taylored Financial Planning.”
Paul Mugleston, Cwmbran
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Get in touch to discuss how we can help you plan, protect and enjoy your wealth with confidence.