Shelagh Taylor
Director and Chartered Financial Planner
01457 870008
Shelagh has worked in financial services for over 30 years. Her specialist areas are investments and pensions; she is also a Chartered Financial Planner and Pension Transfer Specialist, meaning she has met rigorous criteria to become one of the UK’s leading financial professionals.
As a Director, Shelagh is also responsible for compliance and risk functions in the business, as well as team development.
The aspect she loves most about her job is meeting with clients and helping them to achieve their aspirations through bespoke financial planning.
Personally
In her spare time, Shelagh enjoys walking, playing golf in the sunshine and skiing. She is also passionate about raising money for charity and supports a number of local organisations.
Importantly
All financial advisers in the UK must be registered on the Financial Conduct Authority (FCA) register and hold a valid Statement of Professional Standing (SPS). In an age where financial scams pose a real threat, it’s important to make sure you don’t take financial advice from anyone who doesn’t appear on the FCA Register or hold a valid SPS.
You can view Shelagh’s entry on the FCA Register by clicking here.
You can view Shelagh’s SPS by clicking here.
Shelagh loves
- Skiing
- Walking my dog
- Sitting in the sun
- Good food with red wine/cava
- Spending time with family and friends
- The occasional round of golf when the sun is shining
Shelagh loathes
- Poor service
- Rude people
- Golf in the rain
- Wasting money
- Being unorganised
What do Shelagh's client have to say?
Contact
Landmark Financial Planning, 27 Sam Road, Diggle, Saddleworth, OL3 5PU
01457 870 008
Important information
Landmark Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. You can find Landmark Financial Planning Limited on the FCA register by clicking here. Registered in England & Wales. Company number: 04282304. Registered Office: 27 Sam Road, Diggle, Oldham, Lancashire, OL3 5PU.
Please note that the value of investments may go down as well as up and investors may get back less than they invest. Where these pages refer to investment performance it should be remembered that past performance is not a reliable indicator of future performance.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by visiting their website here www.financial-ombudsman.org.uk. The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The FCA does not regulate tax or estate planning.
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