0191 594 5073   |   enquiries@taylorhartley.com

Later Life Advisers Financial Planning
Investment Management

About Taylor Hartley Partnership

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.

As a firm we have invested in ‘state of the art’ technology to provide:

  • A thorough and analytical way of assessing your requirements
  • Access to a unique advisory process and tools
  • Leading online servicing for all our clients including a secure messaging facility
  • 24/7 portfolio valuation service

Adapting to the ‘new world’ has been a gradual process and we are now able to offer a first class client proposition on a personal basis.

The Retail Distribution Review was implemented by The Financial Services Authority in 2013 to raise professional standards by introducing a higher level of minimum qualifications with the Diploma in Regulated Financial Planning but specialist qualifications have also been attained to provide advice relating to Long Term Care planning and Equity Release.

We have professional relationships with various Law Firms and Accountants to create a ‘one stop shop’ for all your financial and legal requirements and ensure you receive the correct advice at all times.

The Team

Peter Taylor Managing Director

Peter Taylor, Managing Director

Peter joined the financial services industry in 1992 and decided to become an Independent Financial Adviser in 1996 to be able to offer ‘whole of market’ solutions rather than a restricted suite of products.

Peter established Taylor’s IFA in 2003 and later merged with David Hartley to form Taylor Hartley Partnership in 2004. He is a qualified financial planner by diploma with specialist knowledge in Later Life and Estate Planning, holding specialist qualifications in mortgages, equity release and long-term care. Accredited by the Society of Later Life Advisers in 2012.

An enthusiast in providing solutions to client’s problems, Peter takes a personal interest in each and every clients situation and is continually looking to ‘add value’ through personal development.

David Hartley Director

David Hartley, Director

David Joined the industry in 1978 as ‘The Man from the Pru’ and was promoted to management in 1983 and following a successful career David became an Independent Financial Adviser in 2001 and joined forces to form Taylor Hartley Partnership in 2004. He brings a calm, pragmatic approach to the Practice and adopts the same philosophy when advising clients. In addition, David has the role of Financial Controller and ensures the ‘smooth running’ of the accounts and client records.

Ashley Surtees Financial Administrator

Ashley Surtees, Financial Administrator

Ashley joined us from Brewin Dolphin in 2016, as an experienced Financial Administrator with 13 years of service. She is an enthusiastic, creative individual for whom nothing is a problem and has a hunger for knowledge and personal development.

Currently studying for the Mortgage Certificate, she wishes to enhance her career to a client facing role and ultimately to provide ongoing service reviews.

Amanda Williamson Financial Administrator

Amanda Williamson, Financial Administrator

Amanda joined as an Apprentice Administrator in 2012 passing her NVQ at advanced level, she is now an intrinsic part of the team and the company ‘Oracle’ regarding all matters of administration. She has developed herself as an invaluable first point of contact for providers and clients alike whilst providing support to both directors and new members of staff.

Amanda is also studying to develop her career further but already has comprehensive technical knowledge of the ‘Whole of Market’ products available.

Financial Services

We have listed some of our more common financial service areas below. If you have an enquiry which isn’t listed please get in touch and we will be happy to advise.

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. You are always available for advice and when my mother needed a financial package to cover the costs of nursing care, your help once again proved excellent and she was able to live with all the care she needed without any fear that the costs would not be met. We have been proud to recommend you to other friends and would continue to do so.   Mr and Mrs Bogart - Buckinghamshire

Taylor Hartley are always available for advice and when my mother needed a financial package to cover the costs of nursing care, your help once again proved excellent and she was able to live with all the care she needed without any fear that the costs would not be met.

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