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 2023, 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
