Taylor & Taylor - Bolton

Lee D.

We’ve just had our annual review meeting with Ross and Lucas to plan our future retirement. They are so welcoming and friendly, we love the family vibe that shines through. They really get to know us as people and not just as clients and take a real interest in our lives to help plan the future. Not only are they professional and knowledgeable, they explain the market positions and how our portfolio is performing in simple terms making us feel very reassured and confident in their ability to manage our investments.

Each year we look forward to attending the annual review meeting to catch up on everything as well as the performance of the investment.

They provide regular market updates via several interesting articles each month.

They make us feel at complete ease that our investment is in safe hands. I would highly recommend Taylor and Taylor.

David H.

We have been clients of Taylor and Taylor for the last 4 years. Ross and the team have been fantastic in helping us invest for our retirement. They take the time to really get to know you and your whole family's wishes for the future, then put in place a plan to make it happen. Choosing an advisor to invest your savings can be a daunting experience, so I can't recommend T&T enough. Everyone at Taylor and Taylor has been so helpful and they explain every stage of each investment and keep us well informed.

Joanna F.

I’m very pleased with the service I received from Taylor & Taylor. Ross clearly cares about helping his clients as well as being honest and knowledgeable. The best thing for me was that meeting him gave me a better sense of what we need to save and what we can safely spend. Consequently I am much less anxious about everyday spending decisions.

H B.

I have been a client of Taylor& Taylor for over twenty years five years. My need for financial advice has varied as I have got older. I have always received impeccable advice from Chris and Ross.
Their advice is clear and their charges are transparent. Our family are very satisfied with the service they have provided for us.
I can unhesitatingly recommend Taylor & Taylor as independent financial advisers.

Oliver L.

Taylor & Taylor have helped my family with financial planning and always done an outstanding job. The care and attention with which they do what they do stands out a mile, they take the time to get to really know you and you always feel like you are welcome and cared for. I cannot recommend them enough, if you need financial planning, these are the people for you.

Matthew E. D.

I cannot speak highly enough of Ross, Lucas, and the entire team at Taylor & Taylor Financial Planning. They truly embody the essence of a family-run business—professional yet approachable, knowledgeable yet always warm and welcoming. From the very beginning, they have taken the time to understand not just my financial goals, but also the needs of my family, providing bespoke advice tailored to our unique circumstances.

Over the years, their guidance has been invaluable, ensuring we make well-informed financial decisions with confidence. What sets Taylor & Taylor apart is their genuine care and commitment; they don’t just offer financial planning—they build lasting relationships based on trust and integrity.

If you’re looking for expert financial advice from a team that treats you like family, look no further. I wholeheartedly recommend Taylor & Taylor Financial Planning and wish them continued success in the years ahead!

Meredith O.

I have known Taylor and Taylor for nearly 25 years. In the beginning Chris advised my parents, and then my husband and I have had excellent advice on investments snd pensions from Chris and now Ross and Lucas. Taylor and Taylor are excellent and reliable old friends.

Chris W.

Ross and the T&T team have looked after my financial requirements for 18 years.
During this time I have always found them to be extremely professional, personable and diligence.
Under their stewardship my finances have always been in very good order, particularly my drawdown pension.
Taylor &Taylor have a vast amount of knowledge in financial terms and I would highly recommend them to anyone who wishes to have their finances under control.