Independent Financial Advice CHARLES TAYLOR
INDEPENDENT FINANCIAL ADVISER
Profile:
Charles is a qualified financial adviser (Dip PFS) and is a member of the Personal Finance Society and Chartered Insurance Institute. He has over 25 years experience within the financial services sector having worked for a number of well known life companies with much of this time based in the City of London.
Specialist Areas:
Business
- Occupational and executive arrangements
- Individual and group pension schemes
- Self invested pensions
- Death and disability benefits
- Keyman, shareholder, partnership and loan protection insurances
- Group and individual medical insurances
- Corporate and individual tax planning
Individual
- Family protection, including life assurance, critical illness and income protection covers
- Investment portfolio planning and asset allocation
- Estate and inheritance tax planning
- Pre retirement planning
- Post retirement planning- annuities and drawdown
Business Cornerstones can provide access to completely independent advice for business owners, senior managers and private individuals to ensure that you have the advice to suit your circumstances. It is crucial to review financial provisions to check they are on target with your objectives because they may well change over time, therefore using our expertise we aim to make sure they are kept on track.
All recommendations are provided with:
- Independent advice from qualified financial professionals
- No ties to financial providers
- A total commitment to the interests of the client
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