The Taylormade Financial Management LLP: Our firm
Our firm was established in April 2008, and provides financial planning and investment management services to individuals, companies and trustees.  

We also work closely with other professional advisers, in order to offer clients an integrated, professional service.

Our Managing Partner, Greg Simmonds, achieved the coveted status of Chartered Financial Planner in 2007. This title is awarded to financial advisers who meet rigorous criteria relating to professionalism and capability.

All chartered advisers commit to the Chartered Insurance Institute’s code of ethics & conduct reinforcing the highest standards of professional practice in their business dealings.

Our business expertise:
Amongst our business expertise we have extensive experience in the following areas:
Tax planning for business owners
Tax planning for individuals
Pension planning for businesses
Pension planning for individuals               
Retirement Income options
Inheritance Tax / Estate Planning
Pensions and other financial assets on divorce
Advice to Trustees
Mortgages for individuals
Mortgages for Buy to Let
Commercial Mortgages
Buy to Let Mortgages for companies (SPV)

Qualifications:
As a Chartered Financial Planner Greg Simmonds has, amongst others, specific qualifications from the Chartered Institute of Insurers as follows:

G10: Taxation and Trusts
G20: Personal Investment Planning                                                      
G60: Pensions
G70: Investment Portfolio Management                                                             
K10: Retirement Options
CF8: Long Term Care Insurance                             
CF7: Lifetime Mortgages (Equity Release)
MAQ: Mortgage Advice
J03: The Tax and Legal Aspects of Business
SV1: Savings and Investments

Our process
Our process is centred on understanding client needs and objectives in detail, and devising a strategy to meet them individually.  We seek efficiencies for our clients by making use of the allowances and reliefs available to UK taxpayers.

Typically, we would manage risk through a process of diversification by allocating portfolios between different asset classes — principally UK and global equities, bonds, property, commodities, and cash.

We have additional expertise and experience with alternative and complementary investments, such as Venture Capital Trusts and Enterprise Investment Schemes, and Business Relief.

We have a defined review process that formalises a service standard and a timetable for contact with our clients. 

We report on progress to date, and provide an ongoing service to ensure that a solution continues to meet the needs of a client over time.

When appropriate, particularly in relation to larger portfolios, we may work with external discretionary portfolio managers who satisfy our rigorous selection criteria