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.
Plans and services
- Investment and Wealth Creation
- Inheritance Tax Mitigation
- Regular Savings
- Life Assurance and Critical Illness Protection
- Family Protection
- Pension and Retirement Planning
- Income Protection (Permanent Health Insurance)
- Will Writing*
- Business Assurance
*PLEASE NOTE:
Will writing is not part of the Quilter Financial Planning offering and is offered in our own right.
Will writing is not regulated by the Financial Conduct Authority.
Wills will be drafted by a qualified and independent specialist
Our commitments
- We always look for a close working relationship with our clients in an effort to help them achieve their financial wellbeing, goals and objectives
- We look to keep all our clients updated on changes in legislation whilst also keeping them informed of other relevant changes in the financial world
- We will provide regular portfolio valuations throughout the year
- We would wish to carry out a complete review of each client’s financial plans at least every 12 months
- These meetings will be by appointment only and will be held at the offices of Alan Taylor and Co., by way of a personal visit to the client’s house or office, or alternatively using Skype or Zoom. All appointments will be confirmed in writing.
- We will provide a full written report and summary of each meeting held, together with any recommendations made
- We will be available to clients at all reasonable times
- We will reply to all letters within two working days
- We will return all calls within one working day
- We will contact all introductions within two working days
What we need
We would like you the client to:
- Agree to a financial planning review meeting at least once a year
- Be willing to provide, in confidence, all detail and information relevant to our discussions
- Contact us at any time if you have any questions about, or problems with, your financial situation
- Keep us informed of any changes (such as a new job or new home) which might affect your financial situation
- Be willing to introduce any potential clients whom you feel might benefit from our service
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.