Investment Planning
Well-diversified portfolios built for long-term growth and clarity over complexity.
- Portfolio review
- Risk profiling
- Long-term allocation
Independent financial planning in the Midlands
Your Future, Expertly Taylored.
Independent financial planning for people who want confidence around their money, retirement and future.
0Years' experience
CharteredPlanning expertise
IndependentAdvice model
Plan confidence
82%
live model
01DiscoverYour goals and priorities
02DesignStrategy, tax and income
03ReviewKeep the plan accountable
Retirement income
Investment strategy
Tax efficiency
Estate planning
Protection reviews
Why Choose Us?
Plan For The Life You Want
Clear, independent advice that brings your pensions, investments, tax position and family goals into one practical plan.
Services
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.
Book your free consultationRetirement Planning
Swap "if" for "when" with income planning built around your retirement goals.
- Pension strategy
- Income modelling
- Withdrawal planning
Wealth Management
Ongoing monitoring and adjustments so your strategy evolves as life does.
- Ongoing reviews
- Goal tracking
- Family priorities
Financial Planning
Consolidate savings, budgeting and goals into one strategy that supports your lifestyle.
- Cash-flow planning
- Goal setting
- Joined-up strategy
Tax Planning
Use legitimate reliefs and allowances to structure investments more efficiently.
- Allowance use
- Wrapper reviews
- Tax efficiency
Estate Planning
Sensitive guidance on wills, trusts and passing wealth to the people you love.
- Legacy objectives
- Trust planning
- Family priorities
Education Planning
Savings plans to support future education without compromising your own security.
- School fees
- University costs
- Family savings
Protection Planning
Review life, health and liability cover so unforeseen events do not derail the plan.
- Family protection
- Business cover
- Policy reviews
Meet the Founder
The Taylor in Taylored
Matt Taylor founded Taylored to make specialist financial planning accessible across the Midlands. With over 13 years' experience, Matt helps clients prepare for retirement and live with greater confidence.
- Chartered excellence backed by high-level strategy and industry depth.
- A family-led alternative to corporate firms, built with Matt's brother Luke.
- Plain-English guidance for business owners, families and everyday clients.
The Conversation
Every plan starts with you. We begin with a confidential discussion about your life and goals.
The Strategy
We bring your financial life into focus and build a roadmap that aligns money with goals.
The Implementation
Once you are happy, we handle the heavy lifting and bring the strategy to life.
The Partnership
We stay by your side with ongoing oversight as life, markets and priorities evolve.
Founder-led advice
Chartered Excellence
As a Chartered professional, Matt provides unbiased, high-level strategy with a rare depth of industry perspective.
Interactive Planner
Check Your Clarity
A quick readiness score to help you see where your plan feels clear and where a review may help.
Your clarity score
68
Good foundations - a structured review could reveal where the plan needs tightening.
Questions
Clear Answers
Simple answers before the first conversation.
Is the first meeting free?
Yes. The first conversation is designed to understand your goals and see whether advice would be useful. There is no obligation to proceed.
What type of clients is this for?
The service is suited to people approaching retirement, business owners, families planning for the future and anyone who wants a joined-up financial strategy.
Do you only advise on investments?
No. Investment advice is only one part of the picture. A complete plan may include pensions, protection, tax considerations, estate planning and long-term cash-flow modelling.
Will the site need owner-approved imagery?
For launch, yes. This concept avoids copied website images and uses provided or custom visuals so the owner can approve final photography and brand assets.
Contact Us
Start with a Free Consultation
Tell us what you want to achieve. Your enquiry opens in WhatsApp so you can review and send it directly.