DipPFS, Cert SMP
Independent Financial Adviser
Bristol
I am an independent financial adviser, based in Bristol. I am committed to simplifying the complexities of finance and ensuring you feel truly cared for every step of the way. My mission is to provide you with straightforward, easy-to-understand advice that puts your needs first in all areas of financial planning.
Pensions & Retirement Planning – Advice on options around new and existing pension arrangements, company pension schemes and advice for business owners.
Mortgages – Whether you’re a first-time buyer hoping to purchase your first home, existing homeowner looking to move or remortgage, I can provide advice on many areas of home finance.
Protection – Providing for yourself and your family in certain situations is key to having peace of mind about your financial position. I provide advice on life insurance, critical illness cover, income protection and more.
Savings & Investments – If you have specific financial goals that you may need some help achieving, building up a nest egg or investing a lump sum for the future, I can provide advice on options across the whole market.
Estate Planning – I provide services including will writing, trusts, lasting power of attorney and inheritance tax planning.
As your adviser, I will help you navigate the world of personal finance with confidence, knowing that your goals, dreams, and loved ones are well-protected. I can ensure that you experience the peace of mind that comes from having a trusted partner who not only understands your financial aspirations but also prioritizes your well-being.
I specialise in the following advice services:
Lifetime Financial Planning
Through the use of sophisticated cash flow modelling techniques and by applying various inflation, interest rate and growth assumption we can plan how to get you where you want to be. The use of cashflow modelling is becoming the cornerstone of effective lifetime planning.
Later Life & Estate Planning
We spend a lifetime building our wealth, so it’s important to find the most effective way to protect your assets, in order for you to pass them on to those you love as efficiently as possible.
Pension & Retirement Planning
When you think about the future, what does your retirement look like to you? An important question which we can help you answer.
Investment & Wealth Management
Creating, growing, and then maintaining wealth is key to successful financial planning and should be part of a longer-term investment strategy.
Wills & Power of Attorney
Making a Will is essential to ensuring that your wealth benefits those whom you choose and is not taken by taxation, unnecessary legal costs and beneficiaries chosen by the law.
Personal Protection
Talking about illness, disability or death is never an easy conversation to have but protecting against the unexpected will help with financial security and ensure your family can cope should the worst happen.
Workplace Pensions
As an employer, you must auto-enrol certain staff into a workplace pension scheme and contribute towards it in order to meet legislative obligations.
Home & Contents Insurance
The largest and most important purchase most of us will ever make in our lifetime is our own home.
Business Protection Planning
The importance of business protection is often overlooked but is key to helping business owners plan for the unexpected.
Mortgage Planning
Securing the right mortgage can make the difference between a property that becomes a happy and secure family home and one that ends up as a financial burden.
Contact Taylor Moss, your local adviser
We'll work with you to build a personal financial plan that's designed to help you achieve your individual ambitions.