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Financial Planning

Taylor Patterson Financial Planning (TPFP) was formed with the specific aim of delivering a first rate service to clients and the Professional sector. The financial services market is continuously evolving and presenting new challenges that we are meeting "head on", setting professional standards that drive our ongoing success.

We benefit from having a significant advantage over our local competitors. Taylor Patterson Associates (TPA) has offered bespoke pension and investment advice to clients for over 25 years. This allows the TPFP team access to a pool of "in house" expertise that we are able to deploy without having to rely on any external input. Our position as one of the leading self administered pension specialists has long been recognised by clients and our competitors alike.

Not every situation demands our "specialist" input and the TPFP Consultant is equally adept at identifying the most appropriate solution drawn from the whole of market providers.

The secret of our success in perfectly straightforward - communication. We ensure that complex issues are dealt with in straightforward terms, making sure that the client is always fully briefed and informed. This is particularly important when you consider that the range of our services include:

  • Investment Planning
  • Protecting your Income
  • Retirement Planning
  • Planning for Long Term Care
  • Pension Planning
  • Inheritance Tax Planning
We can give you an insight as to how you can benefit from the TPFP service by arranging an initial consultation, free of charge. Why not contact Phil Rogers to discuss your requirements in total confidence and see how we can help.
 
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Registered office: Lanson House, Winckley Gardens, Mount Street Preston, PR1 8RY
Reg No: TPG 5159272, TPA 1090716, TPIS 2618327, TPFP 4635260 . Reg Place: England & Wales