Business Details
Your Trusted Financial Advisers in Pontefract
Taylor Financial Solutions was founded by Director and Wealth Manager Matthew Taylor, who brings over two decades of expertise in financial planning and wealth management. Since joining St. James's Place, we have focused on delivering tailored advice to individuals, trustees, and businesses across Yorkshire and beyond. Our approach integrates collaboration with clients' existing accountants and solicitors to ensure holistic financial strategies. With offices in Pontefract, we prioritise long-term relationships and uphold the highest professional standards. Our services span investment management, retirement planning, protection planning, and corporate solutions, reflecting our commitment to addressing diverse financial needs.Backed by St. James's Place Wealth Management's regulatory framework, we combine local expertise with national resources. Our dedication to client-centric service ensures that every solution aligns with individual objectives, fostering trust and sustained growth. We serve clients in Yorkshire, Lancashire, Greater Manchester, and surrounding regions, offering accessible yet specialised financial guidance. Our focus remains on empowering clients to build, grow, protect, and preserve their wealth effectively.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Wealth Management
Financial Advice
Highlights and features
- We offer over 20 years of experience in financial planning and wealth management.
- Our team collaborates with clients' accountants and solicitors for holistic solutions.
- We build long-term relationships focused on client needs and objectives.
- We serve Yorkshire, Lancashire, and Greater Manchester with local expertise.
- We are supported by St. James's Place Wealth Management's regulatory framework.
Services
Investment Management
Our investment management service focuses on growing client assets through diversified portfolios tailored to risk tolerance and financial goals. We utilise St. James's Place's resources to access a wide range of investment options. By regularly reviewing market trends and client objectives, we ensure strategies remain aligned with long-term aspirations.
Retirement Planning
Retirement planning involves creating customised pension strategies to secure financial independence. We assess current savings, projected needs, and tax implications to design sustainable income solutions. Our approach ensures clients can transition into retirement with confidence and financial stability.
Protection Planning
Protection planning safeguards clients against unforeseen events through life insurance, critical illness cover, and income protection. We evaluate individual circumstances to recommend policies that mitigate financial risks. This service ensures clients' families and businesses remain protected during emergencies.
Corporate Services
Corporate services provide tailored financial solutions for businesses, including succession planning and employee benefits. We work closely with company directors to enhance profitability and long-term viability. Our expertise supports strategic decision-making and sustainable business growth.
Mortgages
Our mortgage advisory service helps clients secure competitive home loans aligned with their financial circumstances. We offer guidance on residential and buy-to-let mortgages, ensuring affordability and compliance. This service simplifies property financing for first-time buyers and experienced investors.
People
Matthew Taylor
Director and Wealth Manager
Matthew Taylor, founder of Taylor Financial Solutions, has over 20 years of experience in financial planning. He specialises in holistic wealth management, collaborating with clients' accountants and solicitors. His expertise spans investment strategies, retirement planning, and protection solutions.
Questions
What services does Taylor Financial Solutions offer?
We provide investment management, retirement planning, protection planning, corporate financial solutions, and mortgage advisory services.
How do you tailor financial advice to individual needs?
We conduct detailed assessments of client objectives, risk profiles, and financial circumstances to create bespoke strategies.
Can businesses access financial planning support?
Yes, we offer corporate services including succession planning, cashflow management, and employee benefits advice.
Do you collaborate with other professionals?
We work alongside clients' accountants and solicitors to ensure comprehensive, coordinated financial solutions.
Which areas do you serve?
We operate throughout Yorkshire, Lancashire, Greater Manchester, and surrounding regions.
How is Taylor Financial Solutions regulated?
We are an Appointed Representative of St. James's Place Wealth Management, authorised and regulated by the Financial Conduct Authority.
