Wealth Management Consultant
,
England
About Taylor
Before joining Mattioli Woods in January 2023, Taylor worked within the financial services as a paraplanner. This position has given her valuable industry knowledge and allows her to understand clients’ needs when it comes to financial planning.
Taylor likes to work with her clients to provide a bespoke, holistic service and continues to work on building long-lasting relationships with clients and connections alike. It is her strong belief that everyone should be educated on the importance of financial planning and provided with the tools to achieve their financial goals.
Outside of work, she is a keen reader and when not spending time with her friends, enjoys learning new things.
