Danielle Taylor (nee Fagot)


  • AF3 – Pension Planning

  • R08 – Pension Update

  • J02- Taxation and Trust

  • CF8 – Long Term Care Planning

  • CF7 – Lifetime Mortgages

  • HR1- Home Reversion Plans

  • MAQ – Mortgage Advice Qualification

  • RO1 Regulation and Ethics, R04 Pensions and Retirement Planning

  • Financial Planning Certificate 1, 2 & 3

Women In Financial Advice Awards 2019 Finalist

Danielle was a finalist in the Woman of the Year – Investment Advice award in 2019. Her work helping those who are investing for the future was recognised as being of an exceptional standard, making her one of the leading practitioners in her field.

Women in Finance Awards 2023

Both Helen Vaughan and Danielle Taylor are finalists in the 2023 Women in Financial Advice awards. Helen is a finalist in the Financial Adviser of the Year – Midlands and East Anglia. Danielle is a finalist in the Woman of the Year —  Vulnerable Client Care category This years winners will be announced in November. Helen, Tina and Danielle were also finalists in recent years.

At Work

Danielle is one of our Financial Planners. She has more than a decade of practical experience using lifetime cash flow modelling with clients. Her specialisms include at retirement planning, later life financial planning advice, investment, and Inheritance Tax advice.

Danielle has over 20 years of experience working with higher net worth clients in the Bedfordshire Hertfordshire and London area and is qualified as a Pension Transfer Specialist.

She is committed to doing the right thing for her clients and getting the best outcomes.


At Home

Danielle enjoys paddle boarding in the summer and picnics at the beach or river. 

She is married to Keith and they have a permanent foster care placement who is a teenager. They have two sausage dogs, Lulu and Muriel, who are very naughty.

Important Information

All UK financial advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Danielle’s.

On an ideal weekend, you can find me:

On a paddleboard on Bedford river with my husband, family and two sausage dogs.

The three qualities that draw me to new people are:

Authenticity, honesty, and loyalty.

If I could be any fictional character, I would be:

Mary Poppins.  I need that carpet bag.

My favourite song to play in the car is:

“Footloose” by Kenny Loggins.

The three people at my dream dinner party would be:

Mrs Hinch, James Corden & Joan Collins.

The best gift I’ve ever received is:

A Dyson hairdryer and the extra 10 minutes of my life it gives me back every morning!

How can we help you?

For more information on how we can help you, and to take the next step in planning your ideal financial future, contact us using the direct messaging box on the right, or via our email or telephone contact details below.