Connor Taylor

I am a Financial Planner with over 10 years’ experience in financial services. Since 2019, I’ve focused on supporting high-net-worth individuals, family investment companies (FICs), and trustees with planning around complex financial issues.

I have particular experience in: Pension Planning – including preparing for retirement, the lifetime allowance and adapting to the Lump Sum and Death Benefit Allowance regime, and advising SIPP holders and Small Self-Administered Scheme (SSAS) members on investment strategy and succession planning & Inheritance Tax Planning – including the implementation of gifting strategies, the use of trusts, and structuring assets for intergenerational wealth transfer.

I take a collaborative approach to financial planning, often working alongside clients’ existing accountants and solicitors to deliver robust, well-rounded advice. Recognising that every client’s needs are different, I enjoy working in a way that suits each individual – whether that’s helping them get started with a clear blueprint to implement themselves, providing one-off advice on specific matters, or offering a long-term, ongoing planning service. My aim is always to make financial decisions more manageable and to support clients in achieving their personal and financial goals.