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Holly Mackay
Holly MackayFounder and CEO
Joseph Taylor

Joseph Taylor

Financial Planner

East Sussex
Joseph Taylor
Contributor

Joseph Taylor

Financial Planner

East Sussex

This profile page is for Joseph Taylor, Financial Planner on Boring Money Advice. This adviser directory allows you to browse trusted, vetted financial advisers. Enter your location or use the advanced filters to find the perfect match.

About Joseph Taylor

I am a Financial Planner based in Brighton and Hove with over 20 years’ experience working in financial services.

I feel it is important to gain a good understanding of my clients' financial hopes and goals but also fears and concerns. I prefer to keep things as simple as possible by focussing on core financial planning and investment principles and simply making sure these are done to an exceptional standard. I have a strong track record of placing pensions and savings into ethical and sustainable investments, which have a positive impact on society whilst simultaneously achieving individual financial goals.

I aim to be as accessible as I can as I know how frustrating it can be to not have calls or emails answered. I offer a very personalised service, despite being part of one the largest adviser firms in the South.

Outside of the office I like to spend time with my family and take long walks on the beach with our dog. I have a passion for most sports, especially football, cricket and golf. And I wish I had time to read more!

Likes
Family holidays
Long dog walks
Football
Dislikes
Lateness
Jargon
Sprouts

Information

Specialisations

Retirement planning
Pensions – Retired
Estate and Inheritance planning
Socially responsible investing

Qualifications

Diploma in Regulated Financial Planning

Fee structure

Ongoing % fee