Formed in 2003 to create a 'partnership' with our clients to provide advice through life's ever-changing circumstances. On your instruction, we work on your behalf to offer solutions at every life stage from implementing protection to providing security and peace of mind for young families, medium to long term savings through to retirement, later life and estate planning.
Our business proposal is based on an holistic approach from an Independent Financial Advice perspective, enabling us to provide advice tailored specifically to your needs from the 'whole of the market' rather than an inflexible, restricted range of products. Our advice process has several stages with initial meetings offered without obligation at your convenience.
Our business proposal is based on an holistic approach from an Independent Financial Advice perspective, enabling us to provide advice tailored specifically to your needs from the 'whole of the market' rather than an inflexible, restricted range of products. Our advice process has several stages with initial meetings offered without obligation at your convenience.
Services
Taylor Hartley Partnership was formed in 2003 by Peter Taylor and David Hartley to provide Independent Financial Advice. We have over 60 years experience and have witnessed significant changes during our careers including the technological revolution. The internet which has changed the way in which we communicate and administer business but there is still a need for 'face to face' advice and we remain committed to this on an independent basis.
Peter has provided us with advice since the mid 90's investing our funds prudently and always monitored performance in line with market forces to reduce risk at the appropriate time. He has also been able to help us with our tax affairs and managed to negotiate an increase in pension benefits by recognising a mistake made by the scheme trustees.
We have known you since 2007 when Lesley's aunt passed away for whom you were her financial adviser. The association with you and the advice you have given us has been more than beneficial as all your advice has allowed us to have proper and safe investments and to know that the money we have invested is working for us to have a comfortable life.
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