Taylor Moss
Helping to plan a secure financial future
Mapping out your goals is the first step to financial security
Having a clear understanding of what your financial priorities are and putting a plan in place to achieve your goals puts you in control of money matters. Financial advice can go a long way to provide peace of mind that you are addressing the needs of you and your family. Working with a professional is an important investment in your future to make sure you’ve got everything covered.
I specialise in the following advice services:
- Lifetime Financial Planning
- Pension & Retirement Planning
- Investment & Wealth Management
- Later Life & Estate Planning
- Mortgage Planning
- Wills & Power of Attorney
- Personal Protection
- Business Protection Planning
- Workplace Pensions
- Home & Contents Insurance
Taylor Moss, Independent Financial Adviser, Bristol
Abacus AssociatesI am an independent financial adviser, based in Bristol. I am committed to simplifying the complexities of finance and ensuring you feel truly cared for every step of the way. My mission is to provide you with straightforward, easy-to-understand advice that puts your needs first in all areas of financial planning.
Pensions & Retirement Planning – Advice on options around new and existing pension arrangements, company pension schemes and advice for business owners.
Mortgages – Whether you’re a first-time buyer hoping to purchase your first home, existing homeowner looking to move or remortgage, I can provide advice on many areas of home finance.
Protection – Providing for yourself and your family in certain situations is key to having peace of mind about your financial position. I provide advice on life insurance, critical illness cover, income protection and more.
Savings & Investments – If you have specific financial goals that you may need some help achieving, building up a nest egg or investing a lump sum for the future, I can provide advice on options across the whole market.
Estate Planning – I provide services including will writing, trusts, lasting power of attorney and inheritance tax planning.
As your adviser, I will help you navigate the world of personal finance with confidence, knowing that your goals, dreams, and loved ones are well-protected. I can ensure that you experience the peace of mind that comes from having a trusted partner who not only understands your financial aspirations but also prioritizes your well-being.
An Integrated Approach to Financial Services
Below you can see what advice I specialise in. If there are additional services you require, Tavistock Investments provides support in other aspects of financial advice, and I can put you in touch with someone.
Our Independent Financial Advice process:
Create
ISAs, Junior ISAs, other general investments to suit your needs
Build
Mortgages, buy-to-let, other borrowing, cash management
Protect
Income protection, life insurance, critical illness, later-in-life
Enjoy
Pensions, trusts, equity release, wills, inheritance & estate planning.
My specific areas of expertise:
Investment & wealth management
Creating, growing, and then maintaining wealth is key to successful financial planning and should be part of a longer-term investment strategy.
Lifetime financial planning
If you have a Defined Benefit or Final Salary pension scheme, there may be individual circumstances where a pension transfer could be advantageous.
Later life & estate planning
We spend a lifetime building our wealth, so it’s important to find the most effective way to protect your assets, in order for you to pass them on to those you love as efficiently as possible.
Pensions & retirement planning
When you think about the future, what does your retirement look like to you? An important question which we can help you answer.
Mortgages
Securing the right mortgage can make the difference between a property that becomes a happy and secure family home and one that ends up as a financial burden.
Wills & power of attorney
Making a Will is essential to ensuring that your wealth benefits those whom you choose and is not taken by taxation, unnecessary legal costs and beneficiaries chosen by the law.
Personal protection
Talking about illness, disability or death is never an easy conversation to have but protecting against the unexpected will help with financial security and ensure your family can cope should the worst happen.
Business protection planning
The importance of business protection is often overlooked but is key to helping business owners plan for the unexpected.
Workplace pensions
As an employer, you must auto-enrol certain staff into a workplace pension scheme and contribute towards it in order to meet legislative obligations.
Home & contents insurance
The largest and most important purchase most of us will ever make in our lifetime is our own home.
First consultation at my cost
If you are ready to receive your first consultation at no expense, please click the button below, and you will be directed to a form called Getting Started. Provide as much information as you are comfortable to give, and I will contact you once I receive it.
Information you provide will only be used between us and no 3rd party can obtain access to it.
**To understand how we use your information, please review our Privacy Policy.