Trevor Taylor
FPFS
Trevor Taylor's experience in financial services spans over three decades helping the personal and business clients of such organisations as HSBC, Barclays, Prudential and Natwest.
About
Throughout his career Trevor has dealt with many clients and scenarios from planning for retirement, helping with long term care costs in later life and protecting families against illness or death to investing or saving funds for the future and mitigating inheritance tax.
Trevor is also extremely pleased to hold the Chartered Financial Planner qualification – this is the most widely accepted ‘gold standard’ qualification available for professional financial planners and advisers in the United Kingdom.
Trevor believes relationships should be based on trust and as such, has a total commitment to service, professionalism, and integrity. This has seen him develop long-term relationships with his clients.
These standards are enhanced further by innovative solutions, products, and services. This depth of knowledge and resource, together with advice guaranteed* by St. James's Place, ensures a client relationship based on mutual trust and respect.
To relax Trevor likes to spend time on the North Norfolk coast with his family and attempts to keep healthy by running and playing golf badly.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
Long Term Care advice may involve a referral to Karehero (previously Care Sourcer), a comparison and care matching provider, whose services are separate and distinct to those offered by St. James's Place.
*St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website at www.sjp.co.uk/products.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
