Chartered Financial Planners

Taylor Patterson is a leading financial advisory firm providing wealth management, financial planning, employee benefits and pensions services to businesses and individuals in Lancashire.

For over 30 years, our clients have benefited from a highly professional and personable approach helping us earn a reputation for success, knowledge and stability. Our service philosophy is aimed at helping clients understand, build and preserve their wealth. This is delivered by our highly qualified and experienced financial planners and advisors working with professional intermediaries.

Whether you are a high net worth individual looking to establish an investment strategy, a business seeking to manage risk, or a HR department considering a flexible benefits package, Taylor Patterson can work with you to achieve your financial goals. Discover more about Taylor Patterson’s services, available across Lancashire.

Take control of your future

Taylor Patterson’s latest views, advice and guidance on topical financial issues are delivered through a monthly e-bulletin and bi-annual printed newsletter. The aim of these communications is to offer clients and contacts quality information, to keep them better informed and to share examples of our services and areas of expertise. If you would like to subscribe to Taylor Patterson's communications, please complete the contact form at the top of the page.

Warran Bolton Warran Bolton Pension Administration Manager
Malcolm Hart Malcolm Hart Independent Residential & Commercial Finance Adviser
James McIntyre James McIntyre Financial Adviser
Stephen Jackson Stephen Jackson Financial Adviser
Phil Rogers Phil Rogers Director
Jason Street Jason Street Director
Keith Pressler Keith Pressler Director
Stuart Mather Stuart Mather Financial Adviser
Ted Hulme Ted Hulme Benefit Technician
Kerry Houghton Kerry Houghton SIPP & SSAS Business Development Manager
Paul Jackson Paul Jackson Employee Benefits Manager
Louise Potter Louise Potter Director
Chris Bardin Chris Bardin Director
Glynn Bartley Glynn Bartley Director
Jeremy Hunt Jeremy Hunt Property Manager
Colin Wildman Colin Wildman Employee Benefits Consultant
Gillian Bardin Gillian Bardin Managing Director
Nigel Taylor Nigel Taylor Chairman
James Thompson James Thompson Director

Industry Accreditations

We are proud to have been awarded prestigious industry titles demonstrating our commitment to the delivery of the highest quality financial advice and customer excellence.