Business Details
33 Years
experience
Independent Financial Advisers in Bolton
Taylor & Taylor has been delivering trusted, independent financial advice for over 40 years. Founded in 1977 by Chris Taylor, our firm has grown while maintaining core values of integrity, professionalism, and reliability. We specialise in providing tailored financial solutions to business owners, professionals, high earners, and individuals approaching retirement across Bolton and the wider North West. Our client-centric approach focuses on understanding individual needs, offering comprehensive financial planning, investment advice, and protection insurance.With a team of Chartered Financial Planners and Certified Financial Planners, we combine technical expertise with a personal touch to help clients achieve their financial goals. Our commitment to transparency is demonstrated through openly disclosed fees, and our long-standing relationships with clients reflect our dedication to ongoing support. Recognised for our community involvement and client satisfaction, we pride ourselves on being a trusted partner in managing financial futures.
Services
Financial planning
Investment advice
Protection insurance
Retirement planning
Tax planning
Details
- Year established: 1993
Highlights and features
- We have over 40 years of experience in independent financial advice
- Our team includes Chartered Financial Planners and Certified Financial Planners
- We maintain transparent fee structures with openly disclosed charges
- We focus on building long-term relationships rather than transactional advice
- 99% of clients believe we help them achieve financial goals
Associations and certifications
- Financial Conduct Authority
What people say
In control
Personal element
Simple objectivity
Delighted support
Best financial guidance
Services
Financial planning
We provide comprehensive financial planning services tailored to individual circumstances. Our approach considers current financial situations, future goals, and risk tolerance to create bespoke strategies. Clients receive detailed financial plans outlining steps to achieve their objectives while maintaining flexibility for life changes.
Investment advice
Our investment advice covers a wide range of retail investment products. We recommend solutions based on thorough analysis of market conditions and client requirements. The service includes ongoing portfolio monitoring and regular performance reviews to ensure alignment with financial goals.
Protection insurance
We offer protection insurance solutions to safeguard financial well-being. Our services include life, critical illness, and income protection policies from multiple providers. We help clients select appropriate coverage levels to protect against unforeseen circumstances while considering existing arrangements.
Retirement planning
Our retirement planning service helps clients achieve their desired lifestyle in retirement. We assess current pension provisions, recommend improvements, and develop strategies for tax-efficient income. The service includes pension consolidation advice and retirement cashflow projections.
Tax planning
We provide annual tax planning services to optimise financial arrangements. Our approach identifies opportunities to utilise tax reliefs and allowances while maintaining compliance. The service includes strategic advice on tax-efficient investment structures and inheritance tax mitigation.
People
Chris Taylor
Founder
With over 40 years in financial services, Chris established Taylor & Taylor in 1993 after starting his career at Hambro Life in 1977. He transitioned to independent advisory work in 1989, bringing extensive experience in wealth management and financial planning.
Ross Taylor
Director
Joining the business in 2016, Ross became a Chartered Financial Planner in 2025. He brings modern expertise to complement traditional values, focusing on digital financial planning tools while maintaining personal client relationships.
Lucas
Financial Planner
Appointed in 2022, Lucas became a Certified Financial Planner in 2025. He specialises in retirement planning and tax-efficient investment strategies, combining technical expertise with client-focused communication.
Hilary Smith
Client Services Manager
Hilary oversees client service delivery, ensuring smooth implementation of financial plans. With extensive experience in financial services administration, she acts as primary point of contact for client queries and documentation management.
Karen Malin
Compliance Consultant
Karen provides compliance expertise to maintain regulatory standards. She ensures all client interactions and documentation meet FCA requirements while supporting the team with compliance-related client communications.
Questions
What financial services do you offer?
We provide comprehensive financial planning, investment advice, protection insurance, retirement planning, and tax efficiency strategies tailored to individual circumstances.
How are your fees structured?
We charge an initial planning fee starting at £3,000 and ongoing fees at 0.75% of assets under advice (minimum £2,250 annually), with transparent implementation charges.
Do you work with clients outside Bolton?
While based in Bolton, we work with clients across the North West including Manchester, Liverpool, and Kendal through face-to-face and virtual meetings.
What qualifications do your advisers hold?
Our team includes Chartered Financial Planners and Certified Financial Planners, representing the top 5% of UK-qualified financial professionals.
How often do you review financial plans?
We conduct annual reviews as standard, with additional meetings available for significant life changes or market developments affecting your financial position.
Can you help with existing financial arrangements?
Yes, we review all existing financial products to assess suitability, performance, and alignment with your current goals and circumstances.
