Ross Taylor

Ross Taylor

Taylor & Taylor Financial Services Ltd

Minimum savings/pensions: Over £250,000

0330 038 8942
Based in Bolton
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Top Rated 2026
Verified since: September, 2024
5 out of 5

40 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 04 February 2026

    Ross and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 26

    Recent Client Reviews

    Verified reviews: 100%

    Ross has received 26 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 02 January 2026

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

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  • Transparent Fees

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I’m a Chartered financial planner and managing director at Taylor & Taylor Financial Planning. After teaching in Manchester and Kenya, I transitioned to tax accountancy at EY, qualifying as a Chartered Accountant. In November 2016, I joined the family business at Taylor & Taylor. Since then, I've achieved Chartered financial planner status (April 2023) and am currently pursuing the CERTIFIED FINANCIAL PLANNER™ qualification. I combine my educational background with financial expertise to provide comprehensive planning, investment management, and behavioural coaching, ensuring clients find peace of mind and fulfilment.