Your Future,
Expertly Taylored
We cut through the complexity of tax, pensions, and investments to map out a secure path for you and your family.
Plan For The Life You Want
We take the weight of financial complexity off your shoulders, replacing uncertainty with an expertly crafted roadmap for your retirement and your family’s legacy.
Retire on Your Terms
Whether you are planning a business exit or nearing retirement, we create a robust strategy that allows you to step away with absolute security.
Protecting What Matters
Wealth is more than numbers. We help you structure your estate so your loved ones are protected and your legacy is handled exactly as you wish.
Ongoing Support
Your plan isn’t a one-time event. We provide continuous monitoring and adjustments, ensuring your strategy evolves as your life and the markets change.
Make Your Money Work Harder
Earning wealth is only half the battle. We provide the technical insight and independent advice needed to manage, grow, and protect it intelligently.
Investment Planning
We focus on building well-diversified portfolios that prioritise long-term growth and clarity over complexity.
Retirement Planning
Swap "if" for "when." We map out your income needs and "bucket list" goals to help you retire on your own terms.
Wealth Management
We provide ongoing monitoring and adjustments to your assets, ensuring your strategy evolves as your life does.
Financial Planning
Consolidate your savings, budgeting, and goals into one practical strategy that supports your lifestyle.
Tax Planning
We help you utilise legitimate reliefs and allowances. Structuring your investments to minimise your tax liabilities.
Estate Planning
Get sensitive, professional guidance on wills and trusts to ensure your legacy is passed on to your loved ones.
Education Planning
We can develop savings plans to fund the education of your descendants without compromising your own security.
Protection Planning
We evaluate your life, health, and liability coverage to ensure unforeseen events never derail your long-term goals.
The Taylor in Taylored
Matt Taylor founded Taylored with one mission... Making specialist financial planning accessible to people across the Midlands. With over 13 years experience, Matt helps everyone from busy business owners to everyday people get prepared for retirement. Giving you the confidence to live the way you want.
Chartered Excellence
As a Chartered professional, Matt provides unbiased, high-level strategy backed by a rare depth of industry perspective.
A Family-Led Approach
Matt founded the firm alongside his brother Luke, a Mortgage Adviser, to offer a personal, family-led alternative to corporate firms.
A Partnership Built for the Long Term
Step 1: The Conversation
Every plan starts with you. We begin with a confidential discussion to understand your life and your retirement goals.
STEP 2: The Strategy
We gather the details to bring your entire financial life into focus. We then build a roadmap that aligns your money with your goals.
STEP 3: The Implementation
Once you are happy, we handle the heavy lifting. Whether consolidating assets or restructuring for tax efficiency, we bring your strategy to life.
STEP 4: The Ongoing Partnership
We stay by your side with the ongoing oversight and proactive advice needed to ensure your wealth continues to serve you as life evolves.
Start with a Free Consultation
If you are ready to simplify your finances and secure your future, let’s begin with a confidential, no-obligation consultation.
Frequently Asked Questions
Matt Taylor has worked in Financial Services for 13 years and has been a dedicated Financial Planner for the last 8 years. He is both a Certified and Chartered Financial Planner. He founded the firm alongside his brother, Luke, who is a Mortgage Adviser currently completing his own Financial Planning qualifications.
No. We begin with a free, no-obligation introductory meeting. This is an opportunity for us to understand your goals and for you to explore how our expertise can help you, with zero pressure to proceed.
We pride ourselves on total transparency. If you choose to work with us, we provide a personalised report outlining all initial work with a clear, fixed fee before any work begins. For ongoing support, we offer two service tiers: our Tailored Service at 0.50% per year and our Bespoke Service at 1.00% per year.
As an independent practice, we provide a comprehensive range of services including Investment and Retirement planning, Wealth Management, Tax and Estate planning, Education funding, and Protection planning. Our goal is to consolidate these into one high-performance strategy.
Yes. We assist in creating comprehensive plans that address your specific needs, including the use of wills and trusts to ensure your assets are protected and distributed according to your wishes. We approach these often-challenging conversations with sensitivity and professionalism.
Our independent status means we are not tied to any specific providers. We offer unbiased advice with the complete freedom to choose the solutions that best meet your objectives, ensuring your financial plan remains focused solely on your success.