Bourne Taylor Financial Services Ltd was established in 1987, operating from Harborne in Birmingham, to provide mortgage and pension advice to clients of a well established leasing company. Subsequently in January 2000, the name was changed to Bourne Taylor Neville Ltd and we moved to Henley in Arden. Our team are experienced and well qualified and our focus is to provide a personal service and the highest levels of competence and professionalism. Our independent advisers are Paul Mitchell, Peter Cooper and Mike Richards who collectively have over 90 years of experience in our profession.
Our services are centred on pension and investment advice, together with tax and estate planning, with the aim of long term and mutually beneficial relationships. By investing in the latest technology, we provide our clients with all the information they need, but never loose sight of our service aims.
We are authorised and regulated by The Financial Conduct Authority and concentrate on providing modern wealth management solutions with traditional service.
The Financial Conduct Authority does not regulate taxation advice & trust advice and will writing.
>> Meet the Bourne Taylor Neville Team