Since Taylor Patterson was formed in 1979, our relationship with our professional intermediaries has been central to our continued success. The platform that we have established with Accountants and Solicitors has enabled us to develop our bespoke financial service solutions for both corporate and personal clients.

Our Company is firmly established as one of the UK's top 100 Independent Financial Advisers and one of the North's leading pension practitioners. We continue to recognise, and value the role of our professional intermediaries particularly in establishing the detailed level of information that is required to ensure that our advice is safe, appropriate and adding real value. Our emphasis is always to ensure that we work with our professional partners.

The key to the success of our approach is simplicity. We keep our professional partners involved throughout the initial introductory stages and thereafter, via our reporting and review procedures. We are also keen to share joint initiatives to ensure that clients are kept fully up to date with market developments.

Whilst the approach remains fundamentally simple and straightforward, we offer a complex and comprehensive range of services. In addition to investment management and pension self-administration, our professional services include a highly experienced general insurance brokerage and mortgage specialist.