Financial advice for all

Taylor Patterson, part of Mattioli Woods plc, is a leading financial advisory firm providing wealth management, strategic financial planning, employee benefits and pension services to businesses and individuals.

Latest ask an expert

  • As an employer, which employees do I have to auto enrol into a workplace pension scheme?

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  • Can an employee who meets the auto enrolment criteria request to opt out before being put into the pension scheme?

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  • My staff are keen to know more about their pension following auto enrolment, what should I do?

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  • When should I start preparing for auto enrolment?

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  • Do I have to set up a pension scheme if none of my staff are eligible to be automatically enrolled?

    See Answer

Over 30 Years of excellence in Financial Advice

Our service philosophy is aimed at helping clients understand, build and preserve their wealth. Our highly qualified and experienced financial planners work closely with professional intermediaries / advisers to ensure our clients receive the highest standard of advice.

Taylor Patterson specialises in strategic financial planning ensuring wealth is managed in a way to suit clients lifestyles, goals and attitude to risk. In addition there is a dedicated employee benefits team which has a wealth of knowledge and experience to guide employers through the auto enrolment and workplace pension reforms.

Dugdale Nutrition - Michael Townend, Finance Director

“With the assistance of Taylor Patterson, we have continued to meet the ongoing needs of Auto Enrolment”

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RT @LBVmagazine: Today is our annual Lancashire Leaders event. This afternoon, we welcomed special guest @EvePollard1 along with sponsors @…