The founding shareholders of TPG Nigel Taylor and John Patterson first met in 1970 when employed by a major international insurance brokers. They then worked together for 10 years becoming the regional directors responsible financial planning and pension management for the North West .

Taylor Patterson Associates Ltd (TPA)

In January 1979 Nigel left to establish TPA and was followed closely by John Patterson in the May of that year. The business initially began trading above a shop in Kirkham and moved shortly afterwards to the business area of Winckley Square , Preston .

As the business expanded it move to larger rented premises in 1983 and then purchased office premises 25b Winckley Square in 1987 followed by the purchase of the present office Lanson House, Winckley gardens in 1989.

Taylor Patterson Insurance Services Ltd (TPIS)

A new company was established in 1981 to develop general insurance services for the clients of TPA. This initially developed through direct marketing and the acquisition of a number of small brokers and the general insurance accounts from professional firms has since grown to become a major part of the Taylor Patterson Group.

Associated Companies 1983 to 1989

As part of the drive to develop the business the Company entered into a number of joint ventures with local professional firms to include Taylor Patterson Green Ltd , providing mortgage and insurance services to all the offices of Entwistle Green Estate Agency. Taylor Patterson Lonsdale Ltd, providing financial services in Cumbria for clients of Lonsdale & Partners, Chartered Accountants. A new venture, Taylor Patterson Edlington Ltd was also started in Sheffield with a colleague to provide financial services in the City and South Yorkshire region.

Taylor Patterson Group Ltd

Due to many changes in regulation within the financial services industry and the change of circumstances in the joint venture partners all of these interests have since been consolidated within TPA in 1990 providing services throughout the North West from Preston and the North East through Sheffield .

As part of the continuing expansion of the business and the varying regulatory requirements of the Financial Services Authority TPA was restructured into a group of companies in 2003. As part of this restructure the professional pensions and Wealth Management remained in the original company TPA, general insurance in TPIS and two new specialist companies were formed, Taylor Patterson Financial Planning Ltd (TPFP) and Taylor Patterson Trustees Ltd (TPT)

Taylor Patterson Group Ltd - Wider Shareholding

The formation of a group of companies provided a number of major opportunities providing a structure to expand specialist services and develop a new management team, Gillian Bardin, Glynn Bartley, Phil Rogers and Robert Cholmondeley. As part of this process a business plan was developed providing the new team the option to acquire a shareholding in TPG on a rolling programme to eventually obtain control of the business and therefore ensuring continuity for the future.

The first stage of the business plan was completed in 2004 with the management team acquiring an initial 10% of the issued share capital. Subject to achieving agreed performance targets, they then had the option to acquire a further 30% over three years and then additional shares thereafter to eventually gain control. This proved very successful and in 2006 it was agreed to accelerate the programme with the team now controlling 55% of the issued share capital. The change in shareholding also included a reorganisation of the wider management team with Nigel Taylor Chairman and Gillian Bardin Managing Director.

Taylor Patterson Group is committed to remaining an Independent Financial Adviser in every sense and the above plans have provided a strong base for the future. The structure also provides the opportunity for all employees to develop and strengthen the team ensuring the long- term continuity of the business

Taylor Patterson Group Ltd - Specialist Services

As well as a commitment to remaining totally independent there is also a commitment to improving the quality of services available to clients and the quality of staff employed within the group.

TPA has been an Inland Revenue approved Pensioneer Trustee since 1980, an approved SIPP Manager since 1997 and was approved by the FSA as a SIPP provider in April 2007. The company also provides full investment management and is recognised as one of the most experienced advisers in pension property investment. Along with the wider services provided by the group this puts the business in a unique position in the specialist pensions market providing a complete in house service.

The ongoing Business Plan of the group is to continue development growth at the current rate, increase the investment in facilities to improve client services and more importantly invest in our staff to deliver these. The group has been recognised as an Investor in People since 1999 and has maintains a continuous programme of training for higher qualifications available to all staff.

The major target is to now attain Chartered status for the group, which will again raise the standards of professionalism and keep the business in the forefront of specialist independent advisers.