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Later Life Advisers Financial Planning
Investment Management

Client Testimonials

WHAT OUR CLIENTS SAY…

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. I would have no hesitation in recommending Taylor Hartley Partnership as professional, competent and trustworthy advisers.   Prof S Yeaman - Newcastle

"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. I would have no hesitation in recommending Taylor Hartley Partnership as professional, competent and trustworthy advisers."

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We have managed our financial affairs through the Taylor Hartley Partnership for more than 10 years. Our primary adviser during that time, Peter Taylor, has provided an exceptionally high level of service. He is extremely knowledgeable and the advice he has given has been well thought out. He is prepared to take time to talk through options and always speaks in plain English – a helpful trait when dealing with customers with a limited knowledge of the financial markets. His professionalism is reflected in other individual members of staff, and of the Practice as a whole. I would have no hesitation in recommending to potential customers.   Mr and Mrs Baines - Newcastle upon Tyne

Peter's professionalism is reflected in other individual members of staff, and of the Practice as a whole. I would have no hesitation in recommending to potential customers.

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Peter has been our financial adviser since 1995 and during that time he has provided us with sound advice from the outset. His advice and regular consultations have ensured our capital has been secured and grown year on year. As well as financial advice we have been provided with advice on wills, life insurances and trusts to ensure the future is covered. All in all, Peter has provided a complete package of advice which has benefitted us now and for the future.   Mr and Mrs McHugh - Gateshead

Taylor Hartley Partnership's advice and regular consultations have ensured our capital has been secured and grown year on year.

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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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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.

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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.