Paul Bannister
Before joining Taylor Money, Paul spent nearly 10 years working for high street banks before realising there must be better ways to help people manage their wealth.
He is a Chartered Financial Planner, holding the Advanced Diploma in Financial Planning with both the Chartered Insurance Institute (CII) and the London Institute of Banking and Finance (LIBF).
Read more about Paul and what his role entails here.
Paul's qualifications:
CII Advanced Diploma in Financial Planning, August 2020
CII Diploma in Financial Planning, December 2018
CII Certificate in Financial Services (general route), October 2018
LIBF Certificate in Long Term Care and Insurance, February 2017
LIBF Level Six Diploma in Financial Advice, December 2015
LIBF Diploma in Financial Advice, July 2012
LIBF Certificate in Mortgages and Protection, June 2007
Client testimonials:
"I was very relieved when I found Paul at Taylor Money because from the very first contact, it has always been about helping and finding solutions to my specific problems rather than just a generic answer.
Initially Paul helped me overcome quite a significant pension issue where I needed truly independent and objective advice. Critically in this process he expedited his work as we were against a tight time constraint. This has enabled me to now follow the retirement plan I had envisaged. In any of our discussions, I never feel I am being sold a product or pestered. If I need anything, the team is always there with the right level of help and support."
Mr Bardsley
Retired Research & Development Director, Norfolk
-o-
"I have been with Taylor Money for 11 years from a personal recommendation. Paul has been my advisor for several years. I trust his judgement when it comes to investing my money and he is always there to discuss any problems. He is professional and friendly and I’m always very happy with his financial advice."
Hilary Goldring
Retired, London
-o-
"I was introduced to Jonathan Money in 1994, when I became Executive Director of a professional association. Jonathan helped me introduce a pension scheme for a small staff of four where no such benefit had previously existed.
Since those early days, myself and my husband Mike have developed a close bond with Jonathan and his team and particularly Paul Bannister. A number of pensions held by Mike were successfully consolidated and an effective SIPP was developed for myself, and almost 10 years since drawdown began, the fund is worth more than at inception. A highly successful personalised investment strategy has been developed which has resulted in effective wealth creation in difficult times.
The beauty of working with Taylor Money is that it is a non-affiliated wealth manager with people who have the time to listen, advise and support clients through complex financial choices. The client is at the heart of everything they do and consequently we have referred a number of our friends to them for their expertise and financial advice. They come highly recommended.
It goes without saying that Mike and I value our longstanding relationship with Jonathan and Paul. You can’t put a price on that!"
Sue and Mike
Retired Mechanical Engineer and Retired Executive Director, Buckinghamshire
-o-
"My family and I engaged the services of Taylor Money and specifically Paul Bannister to assist with our long term financial objectives including retirement planning. We have found Paul to be extremely professional and responsive. He and his team are always available to address our questions and requests, either in person or on the phone/email. We appreciate the knowledge and professional advice that Paul brings to the table and have also benefited from referrals to his outside contacts in other specialised financial fields. We feel that Paul has guided us well through some challenging personal circumstances over the past few years and appreciate his sympathetic approach to our family’s needs. We believe Paul and Taylor Money will continue to manage our assets and assist us in ensuring financial stability for generations to come."
Mrs K Dowden
Former Health Care Worker, Cornwall
-o-
"I have been a client of Taylor Money for the past 30 years. Their service is always professional, friendly and above all, helpful. My account has been handled by Paul Bannister for the past 10 years and I find Paul to be approachable and someone who will offer clear, practical investment advice and recommendations.
Paul's communications are straightforward, and I feel that he has my best interests at the heart of his investment advice.
I cannot recommend Taylor Money highly enough, and Paul in particular."
Mr Ray Dyer
Managing Director, Northamptonshire
-o-
"We were seeking financial professional advice for the next phase of our lives for over six months and we were not successful in finding a company we felt comfortable engaging with. Some friends recommended Paul & Taylor Money and with them we felt we had a collaborative, trusting partner.
Core advice required was in relation to pensions and savings. However, overall we required a company with whom we could feel comfortable and have confidence with to discuss openly the family's overall financial planning and jointly agree specific activities knowing our own knowledge limitations at this time.
My wife and I have common financial interests and in addition have a range of different requirements; this necessitated that the quality of service would hold up for us individually and as partners together both in the near future and the long term. A number of our key characteristics are listed below:
Quality and clarity of explanations
Trusting, good partner with us as a team and individually
Open to other ideas, listens hard
Comes back with more than we expected on occasions
Advance our ideas in supporting our overall vision including any changes.
Overall our position is better than we had planned and with the communications and reporting measures in place we feel comfortable noting the accessibility of both Paul and Taylor Money's support teams.
We have over the last eight years of working with Paul recommended Taylor Money to a few others; we have nothing but confidence in Paul and the team's supporting services. For us as individuals and for the family's investment planning we needed a good partner and with Paul and Taylor Money we have an excellent partner."
Mr and Mrs O’Hare
Retired Supply Chain Manager / Salon owner, Buckinghamshire
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"We have been advised by Taylor Money on our financial well-being for many years. More recently our main point of contact with Taylor Money has been Paul Bannister. He has provided us with excellent advice on our portfolio to ensure we are able to maintain a steady income through our retirement for as long as we may need it through his knowledge and experience."
Mr and Mrs M
Former Chiropractor, London
