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

45 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 04 September 2026

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

  • 21

    Recent Client Reviews

    Verified reviews: 100%

    Ross has received 21 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 02 July 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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    Ross has not yet added their qualifications to their profile

  • Transparent Fees

    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

About

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.