Lee Taylor
Robert Nicholas Financial Advisers Ltd
Minimum savings/pensions: Any amount
Minimum mortgage: Any amount
0330 038 8940
Based in Telford
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: April, 2021
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Lee is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lee's status
Last checked: 13 April 2025
Lee is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lee's status
12
Recent Client Reviews
Lee has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Lee has received 12 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: 22 April 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.
2
Qualifications Uploaded
Lee has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Lee has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Lee has not yet added their fees to their profile
Fees not yet added
Lee has not yet added their fees to their profile
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lee (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with Lee
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lee (based on 7 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Lee is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lee's status
Last checked: 13 April 2025
Lee is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lee's status
12
Recent Client Reviews
Lee has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Lee has received 12 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: 22 April 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.
2
Qualifications Uploaded
Lee has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Lee has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Lee has not yet added their fees to their profile
Fees not yet added
Lee has not yet added their fees to their profile
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lee (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with Lee
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lee (based on 7 first impressions)
I aim to provide quality independent financial advice in a professional and friendly manner. Working with individuals and businesses to help deliver solutions and provide ongoing support to meet their needs, goals and objectives. I am a whole of market adviser, advising on Pensions, Investments, ISA's, Mortgages, Life Insurance and Income Protection. I have been at Robert Nicholas Financial Advisers since November 2015 as a fully qualified & authorised Independent Financial Adviser. I also have a degree in Business Management with Financial Management, from Manchester Metropolitan University. In my spare time, I enjoy playing a mixture of different sports with friends, mainly football where I play and help to run a local football team. I also have a young daughter, so often spend the weekends chasing her around at the local parks. Our High Street location based in Newport, Shropshire enables us to welcome in anyone to book an appointment for a free initial consultation, which is confidential and without obligation. We predominantly cover Shropshire and the West Midlands but we also service clients all over the UK. I offer flexible appointments to suit times which works best for you, including evening appointments. There’s no such thing as a silly question and there’s no cost involved in simply coming to talk to me about how you might improve your financial situation or current arrangements. Address: 87 High Street, Newport, Shropshire, TF10 7AY
Offers available through VouchedFor
Contact Lee through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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).
About Lee's clients
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