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Often, people save for a specific reason and it's usually the safest way to build up a pot of money.
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We all have goals, dreams and ambitions for the future, for ourselves and our families, but how do we achieve them?
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When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed.
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Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.
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There are events we can all face that have the potential to wreck lives and families. It’s a difficult issue to think about, but imagine the impact on you and your family should the main earner in your household die or become seriously ill. It may not happen to you – we hope it doesn’t – but it might.
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Every business needs to protect itself. For most businesses the most valuable asset it has is its people. Without them, a company’s survival could be at serious risk.
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Mortgages are loans which are intended to help buyers purchase residential property. When you take out a loan, the lender charges interest: the same is true of a mortgage.
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If you're over the age of 55, equity release offers you a way to use the value of your home to raise money. It is advised that you seek Independent Legal advice before entering into a legally binding equity release contract.
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Find our Mortgage Calculators here
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My Portfolio

Home / Useful Links / My Portfolio

My Portfolio

Transact

Monitor your investments on the Transact platform.

Novia

Monitor your investments on the Novia platform.

AJ Bell

Monitor your investments on the AJ Bell platform.

James Hay

Monitor your investments on the James Hay platform.

Nucleus

Monitor your investments on the Nucleus platform.

Quilter Platform

Monitor your investments on the Quilter platform.

Aviva

Monitor your investments on the Aviva platform.

Aegon

Monitor your investments on the Aegon platform.

Parmenion

Monitor your investments on the Parmenion platform.

Sanlam

Monitor your investments on the Sanlam platform.

Embark

Monitor your investments on the Alliance Trust platform.

True Potential

Monitor your investments on the True Potential platform.

Quilter Financial Planning Client Portal

Monitor your investments on the Quilter Financial Planning Client Portal platform.

WHERE WE ARE

01746 765215
Smithfield Centre
Whitburn Street
Bridgnorth, WV16 4QT

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Privacy Notice

Registered office address: Smithfield Centre, Whitburn Street, Bridgnorth, Shropshire, WV16 4QT.

Registered in England and Wales under reference 06914930

Taylor Haines Financial Planning is a trading style of John Cannaby Associates Ltd who is an Appointed Representative of Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd which are authorised and regulated by the Financial Conduct Authority.

Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd are entered on the Financial Services Register (https://register.fca.org.uk/s/) under reference 440703 and 440718.

The guidance and/or Information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

Approver Quilter Financial Services Limited and Quilter Mortgage Planning Ltd 01/08/2024.