Our aim is that with good planning and strategies we can help you achieve your financial wellbeing, and to be able to look to the future with confidence.
On joining the financial services industry Alan became a sales manager with Prudential Assurance. He then joined Allied Dunbar as a Senior Branch Manager before joining Positive Solutions as a Financial Planning Consultant.
Alan continues to offer advice appropriate for the individual needs of our clients, incorporating a comprehensive range of suitable products available from a number of select providers, platforms and investment funds.
Alan has achieved the Level 4 Diploma for Financial Advisors and has an ongoing Statement of Professional Standing. He is a member of the Personal Finance Society and the Chartered Insurance Institute as well as being a Certified Financial Adviser as defined by the London Institute of Banking and Finance.
Working alongside him are Alan’s two longstanding personal assistants Caroline and Jane, who help with the everyday administration, secretarial support, product research and para planning.
Married and living in the beautiful Hampshire countryside, Alan is a devoted Portsmouth Football Club and Hampshire Cricket Club supporter.
*Wills will be drafted by a qualified and independent specialist
We would like you the client to:
If we meet our aims in respect of the service and support we offer, we will then be able to help you to achieve your financial goals.
Alan Taylor and Company is a trading style of Quilter Financial Planning Solutions Ltd, which is authorised and regulated by the Financial Conduct Authority.
Quilter Financial Planning Solutions Ltd: Registered in England and Wales, No. 03276760. Registered Address: Riverside House, The Waterfront, Newcastle Upon Tyne, NE15 8NY.
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
The Financial Conduct Authority does not regulate Inheritance Tax Planning and Will Writing.