About Start Financial Planning

Start Financial Planning has built a reputation based firmly on loyalty, trust and reliability. We take pride in our integrity and in providing clear, concise and understandable advice … earning our clients confidence and peace of mind.
Founded in 2014 by Steve and Rachael Taylor, Start Financial Planning offers a friendly, personal service based on individual needs and what clients seek to achieve.Clear, honest, trustworthy Financial Advice•Clear – we will help you to understand your finances which allows you to engage and enjoy the journey rather than it being ‘something you have to do’. •Honest – if someone does not need advice, we tell them. If we can make use of what a client already has, we tell them. If we make a mistake, we tell them. Honesty is not always possible when a Financial Adviser has a sales target - we do not. We advise clients, we do not sell to them. •Trustworthy – It is a privilege to be given the opportunity to work with people on their financial planning and we appreciate the trust that is placed with us. Trust is everything and we never forget that.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Estate planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children

  • Business:
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group critical illness
  • Group private medical insurance
  • Group protection

  • :
  • Long term care

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