Gary Taylor, Dip(FA), CeLTCI, MLIBF

Independent Financial Adviser

hello@taylormadewealth.co.uk 07976 392244

Statement of professional standing FCA register Qualifications

Qualifications

CeLTCI (Certificate in Long-Term Care Insurance)

This qualification meets regulatory requirements for advising on long-term care and covers the background and different types of long-term care available, impact of legislation and the relationship between adviser and client.

AFA (Advanced Financial Advice)

The unit introduces knowledge and understanding of financial institutions to enable you to identify the different types of service that they provide. It explains the functions and importance of the main components of the monetary and financial system, enabling you to recognise and appreciate the influences on the financial institutions and markets, including financial intermediation and disintermediation. It introduces the concept and nature of risk and factors to the advice process for financial advice and enables you to demonstrate knowledge and understanding of the FCA’s approach to ethical and unethical behaviours and develop understanding of the Code of Ethics.

FRSE (Financial Services, Regulation and Ethics)

This qualification delivers a comprehensive introduction to the UK financial services and focuses on the environment, key components and interrelationships of the financial system, and legal concepts relevant to retail financial advice. It appears in the apprenticeship standards for the Financial Services Administrator and the Compliance / Risk Officer.

Professionally

I have more than 35 years of experience in the financial services profession, over 30 years of which I spent as a financial adviser. I have the breadth of knowledge to provide clients with the bespoke advice they require.

I mainly work with pre- and post-retirement age groups, and I help both individuals and co-directors with investments, pre/post retirement planning, savings, Inheritance Tax planning and estate/wealth preservation planning.

Personally

I reside in the northern Cotswolds, just outside the picturesque village of Broadway. I share my home with two lively Spaniels that keep me and my family constantly on our toes.

In my free time, I enjoy walking my dogs, engaging in various country pursuits, socialising, and attempting to re-learn golf after a 25-year hiatus.

Contact

I am here to answer your questions. Get in touch today.

First name

Last name

Telephone

Message

I have read and agree to the privacy policy.

You have voluntarily chosen to provide personal information to us via this website and you agree that your personal information may be used to provide you with details of products and services in writing, by email or by telephone. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018.

hello@taylormadewealth.co.uk

07976 392244

28 Collin Close, Willersey, Gloucestershire, WR12 7PP

TaylorMade Wealth is a trading name of Corbel Partners Limited, which is authorised and regulated by the Financial Conduct Authority.

Registered in England and Wales. Registered office is 750 Mandarin Court, Warrington, WA1 1GG. Registered Number: 05280582.

Our complaints procedure is available on request, and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk.

The information contained in this website is based upon UK legislation and regulation and is targeted at consumers based in the UK.

Cookies Policy

We are using cookies to give you the best experience on our website.

You can find out more about which cookies we are using or switch them off in .

Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.

Strictly Necessary Cookies

Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.

Enable or Disable Cookies Enabled Disabled

3rd Party Cookies

This website uses Google Analytics to collect anonymous information such as the number of visitors to the site, and the most popular pages.

Keeping this cookie enabled helps us to improve our website.

Enable or Disable Cookies Enabled Disabled

Cookie Policy

More information about our Cookie Policy