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Clients of Taylor Winchester Independent Financial Management become part of Perspective

Taylor Winchester Independent Financial Management was established in 2008 and in the decade and a half since we have experienced tremendous growth due to numerous recommendations from existing clients and professional connections for which we are immensely grateful.

However, there comes a time when I must consider my own future and over the past few years my attention has naturally been drawn towards succession planning and the future continuity of service to my valued and loyal clients.

Furthermore, TenetConnect who provide our compliance and regulatory services, are withdrawing from the industry in late March 2024. With this in mind, I have decided to retire and believe the best solution for all my valued clients is to seek a larger partner to provide access to the next generation of professional advisers and address the increasing demands of regulation.

So, following an exhaustive search to find a partner that shares my values, levels of professionalism and client service, I am delighted to announce that I have chosen Perspective (South East) Ltd (Perspective).

They are fully committed to providing the level and quality of advice my clients have become used to. They fully share my values and levels of professional care, whilst having the financial strength and human resource of a national firm with over 40 offices across the UK.

Hence, from 31st March 2024, Taylor Winchester Independent Financial Management will no longer exist. You can visit Perspective’s website to find out more www.pfgl.co.uk/our-locations/south-east, including how to contact them.

I have complete confidence this move will be of benefit to all my clients and potential new contacts going forward. Please don’t hesitate to contact myself or Perspective if you would like to discuss anything or know more.

Kind Regards

Charles Taylor

Perspective (South East) Ltd

Canterbury Office
32-33 Watling Street
Canterbury
Kent
CT1 2UD

Telephone: 01227 477949

Eastbourne Office
Suite 18a, Pacific House
Sovereign Harbour Innovation Park
1 Easter Island Place
Eastbourne
East Sussex
BN23 6FA

Telephone: 01323 642568

Maidstone Office
First Point
St. Leonards Road
Allington
Maidstone
ME16 0LS

Telephone: 01622 750426

St Leonards-On-Sea Office
Bellcrest House
114 Battle Road
St Leonards-On-Sea
TN37 7AG

Telephone: 01424 434045

All calls to and from our landlines and mobiles are recorded to meet regulatory requirements.

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Chartered Financial Planners

Perspective (South East) Ltd, Registered in England and Wales No 7003923. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (South East) Ltd is an Appointed Representative of Perspective (South) Ltd, 3 Whittle Court, Seebeck Place, Knowlhill, Milton Keynes MK5 8FT which is authorised and regulated by the Financial Conduct Authority.

Perspective (South East) Ltd is a subsidiary of Perspective Financial Group Ltd.

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What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service
Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk