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Taylor Patterson - Authorised & regulated by the Financial Services Authority Financial Planners Chartered
WEALTH MANAGEMENT
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LITERATURE

Please select an option below to download the PDF document:

  		•  Our Wealth Management Brochure
  		• Risk and Objectives Questionnaire
  		• Risk Tolerance Questionnaire
    Scale of Charges for Wealth Management Services:
  		• The Taylor Patterson SIPP Portfolio
  		• The Taylor Patterson SSAS Portfolio
  		• The Taylor Patterson Personal Portfolio
  		• The Taylor Patterson Corporate Portfolio
    Procedures for Wealth Management Services:
  		• Buying and Selling Investments
    		• Taylor Patterson and Client Asset Protection
    Security of Deposits:
  		• Cater Allen Bank
  		• HSBC Bank
  		• Scottish Widows Bank

     

     

     

     
     
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    Taylor Patterson Associates Ltd.
    Registered office: Lanson House, Winckley Gardens, Mount Street, Preston, PR1 8RY    Reg No: 1090716    Reg Place: England.
    Authorised and regulated by the Financial Services Authority.