Interested in our strategic financial planning services?

Download our free guide

Is your wealth organised to achieve your life goals?

Over many years we have come to understand that wealth can create opportunity and complexity in equal measure. The Strategic Financial Planning service focuses on helping you understand your wealth and how it can be used to achieve your long term goals and aspirations.

We develop a personal strategy for you based on your needs and objectives. It is simple and clear to understand and is flexible enough to adjust to changing circumstances. We believe that with a clear plan, we can really help you understand, build and preserve your wealth.

Click here to download our Strategic Financial Planning brochure
2014/01 Jason Street (2)

Are you concerned about how your wealth will impact and protect your family?

We want to enable you to make sure your wealth is a positive force in your family and your children are grounded enough to handle the responsibilities and opportunities it may create. Having a clear plan with your finances will not only benefit you during your lifetime but will also ensure you have peace of mind that your family are protected now and in the future.

Contact Taylor Patterson for further information

Do you get confused regarding the many different options for managing your wealth?

The options for managing wealth can be overwhelming. With constant changes in tax and investment legislation it is often difficult to understand what is going on and even what questions to ask. Our service is designed to bring clarity to our client planning with an understandable and innovative approach.

Download a copy of Our Guide To Investing

Are your investment funds being actively managed?

Our discretionary portfolio management service has been designed to reflect the fact that the investment world continues to evolve rapidly. Our flexible hands on approach will ensure clients goals and objectives are being delivered in an ever changing landscape, ensuring your portfolio remains appropriate to your chosen strategy.

Click here for further information on our Portfolio Management Service
Make an enquiry

Personal Details

Organisation Details