We always aim to make a difference to our clients lives and focus all our advice on the things that truly matter to them.
We do this by listening and taking the time to build trusted long-lasting relationships with our clients and their families.
It doesn’t matter what your objectives are, we fully understand that the confidence to pursue all of your life’s goals starts with a plan and that it is our role and privilege to help you to not only achieve your desired lifestyle/goals but to also maintain them.
We take great pride in helping our clients with this journey.
Why we do what we do?
Because we strongly believe in making a difference to our clients lives, our local community and within our industry.
What we do?
We love doing things differently by improving the way people engage and access the financial service they need, at a time they need it.
How we do it?
By making our services accessible, affordable and simple to use……for everyone.
and on top of all of that (and some would say more importantly) we love providing peace of mind and a GREAT client experience.
Chartered Financial Planner/Wealth Manager/Director
Director of Mortgage, Equity Release and Protection
Head of Financial Planning
Katarzyna Kielmel FdA
Trainee Mortgage and Protection Advisor
Trainee Mortgage and Protection Adviser
“I was under the impression that buying a house was stressful, how wrong I was! I’ve toyed with the idea of buying my first home on a number of occasions and Colin has always been on hand to offer any advice I needed or any documentation that I needed to provide. Back in March 2020, I’d found the home I wanted and the first person I spoke to about it was of course Colin, he explained what I needed to do to make this work, come August 2020 when I needed my approval in principle I made one phone call and within 24 hours I’d received it and I was then able to reserve the home I wanted, all thanks to Colin.
I also had a great experience when dealing with Jessica Robinson again from AKORN Financial Advice who dealt with my life insurance and critical illness cover who again was on hand to answer any questions or queries I had.
Thank you so much and of course, I would not hesitate to recommend Colin Taylor and the team at AKORN Financial Advice.”