Taylor Ward ACSI

Financial Adviser

Taylor helps his clients and their families secure their future – not just by managing their portfolios, but by understanding the goals and objectives that sit behind them. He believes true financial planning goes beyond numbers; it’s about creating clarity and confidence around the life his clients want to live.

He specialises working with families and professionals from all walks of life, building holistic, structured plans that adapt as circumstances change. His goal is to be by each client’s side every step of the way, helping them make informed decisions with confidence.

Taylor began his career at EY, where he built a strong foundation in financial analysis and working with clients. He now brings that expertise to helping his clients, creating personalised strategies that focus on long-term security.

Taylor typically helps clients with:
• Retirement planning – knowing when you can retire and how much is enough
• Investment planning – building a strategy that reflects your goals and appetite for risk
• Tax planning – ensuring you’re not paying more than necessary
• Estate planning – protecting your legacy and loved ones
• Ongoing support – providing clarity and confidence at every stage

His aim is simple: to give clients peace of mind that their financial future is secure, so they can focus on living the life they want.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.