Client testimonials

I have recently started to work with Kerry and Taylor Patterson, following strong recommendations, and I am delighted with the introduction. Kerry has proved to be highly personable, efficient and – above all – helpful. Kerry takes time to understand the key requirements and works within an agenda and timetable to deliver the right results.

Chris Holmes. Head of Professional and Corporate Service, Origen.

We transferred our financial investments to Taylor Patterson after much thought and deliberation in choosing the right company. Three key influencing factors were investment knowledge, ability to trust the decision-making process and speed of return of information to questions raised. Taylor Patterson scored highly in these areas and enabled to us to feel confident about switching our investments. In addition all factors/costs were explained up front. We are in this for the long term so knowing the company and personnel well is key to our confidence in their ability to deliver.

Carol Burrow. Director, The Majik House Company.

It’s a real pleasure working with Taylor Patterson. The whole team are easy to work with, efficent, friendly, and above all, have experience and knowledge.

Jonathan Butcher. Director, Butcher Group Ltd – Norwich.

Taylor Patterson put the clients’ needs first, and pave the way to make even the most complicated of issues run as smoothly as possible. Their combined team expertise is clearly evident from initial client contact through to completion. Flexible, professional and knowledgeable staff who provide service and satisfaction. A perfect recipe for the client.

Paul Raseta. Business Development Director, Hindle & Jepson Financial Services Ltd.

Taylor Patterson has been fantastic: their unfailingly professional approach has guided us through the complex legislation surrounding pensions in a way that protects our long-term interests. Taylor Patterson is now also taking care of the next generation (the 6th) to enter our family business!

Conrad and Hilary Dickinson. Directors, Dickinson Brothers Ltd.

My business partner and I transferred our existing company pension into a Taylor Patterson SIPP pension two years ago. We have received excellent advice from Keith Pressler regarding the types of investments that can be made through our SIPP pension, all fees are explained and agreed beforehand. I wouldn’t hesitate in recommending Taylor Patterson for any financial advice.

Steven Kirkman. Director, T.K. Platt Electrical Ltd.

Taylor Patterson have advised and assisted in the administration of our company pension scheme which was started over 25 years ago. Throughout this period the Employee Benefits team have helped us to understand new legislation and its implications on our business. We are confident that their ongoing advice and support will help us to ensure we meet our legal obligations now and in the future.

Katrina Abbott. Company Secretary, Pioneer Foodservice.

Our advisers at Taylor Patterson are as trusted as members of our own staff. We would be honoured and delighted to be working with them – or their younger protégés – in another 30 years time!

Christine Wilson. Partner, Moore & Smalley LLP.

We moved all our pensions and insurance matters to Taylor Patterson five years ago and find them excellent advisers. Why did we wait so long?! Great people, great advice, great relationships.

Tim Maxwell. Business Development Director, JMC.IT

I have known Nigel Taylor and John Patterson since they formed Taylor Patterson 30 years ago and most of our clients have their SIPPs and SSASs. McMillan & Co have an excellent relationship with all those at Taylor Patterson.

Douglas McMillan. Partner, McMillan & Co Chartered Accountants.

Built on firm foundations to guide our fortunes through the bad times as well as the good.

Theresa Noblett. Chairman, Conlon Construction Ltd.

It is always a pleasure to deal with Taylor Patterson. An exceptional firm full of exceptional individuals.

Stephen Baxter. Regional Sales Manager, Invesco Perpetual.