0330 038 8942
Based in Bolton
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: September, 2024
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Ross and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 04 June 2025
Ross and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
22
Recent Client Reviews
Ross has received 22 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ross has received 22 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 02 January 2025
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.
Qualifications Uploaded
Ross has not yet added their qualifications to their profile
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Ross has not yet added their qualifications to their profile
Transparent Fees
Ross has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Ross has provided information on their typical fees
Ross has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
Ross and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 04 June 2025
Ross and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
22
Recent Client Reviews
Ross has received 22 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ross has received 22 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 02 January 2025
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.
Qualifications Uploaded
Ross has not yet added their qualifications to their profile
Qualifications not yet added
Ross has not yet added their qualifications to their profile
Transparent Fees
Ross has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Ross has provided information on their typical fees
Ross has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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