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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. Flexible arrangements are offered and meetings can be arranged at our offices, your home or business, often outside of normal office hours.
A detailed client proposition explaining our services and our Terms of Business will be provided to transparently detail our fees and product charges to avoid any confusion or misunderstanding. These fees will be agreed with you at outset with countersigned terms of business. All necessary administration will be conducted on your behalf and we will monitor progress of any transactions until completion and provide you with an ongoing client service proposition.
We continually strive to provide better value and transparency and we have engaged the use of award winning technology to provide secure client access to valuations and communication through our website.
Equity Release is a product which enables home owners over 55 an option to release capital tied up in property without incurring a monthly repayment to the lender. Essentially, this is lending of ‘last resort’ and all other options should be considered prior to releasing equity.
Interest rates are favourable at present but each year that passes, equity in your property is reduced by the interest added to your loan amount. Over time this can amount to a substantial amount and effectively result in having ‘sold’ your home for significantly less than the market value.Read More
Peter Taylor of Taylor Hartley Partnership has been my Financial Advisor since 1997. During this time Peter has managed a number of my Investments including a Personal Pension. Before offering advice and making any recommendation it became obvious to me that he researches his market very well. This has resulted in a steady growth of my funds during a particularly difficult period in the financial sector. I was not prepared to take high risks with my investments and Peter supported this view. His and his teams approach has been very professional in dealing with me. I have had no hesitation in recommending the Taylor Hartley Partnership to a number of people over a long period of time. Mr Cowburn - Newcastle upon Tyne
Before offering advice and making any recommendation it became obvious to me that Taylor Hartley researches the market very well. This has resulted in a steady growth of my funds during a particularly difficult period in the financial sector.More Testimonials
Authorised and regulated by the Financial Conduct Authority 474901
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.