Danielle Taylor (nee Fagot)
Qualifications
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AF3 – Pension Planning
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R08 – Pension Update
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J02- Taxation and Trust
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CF8 – Long Term Care Planning
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CF7 – Lifetime Mortgages
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HR1- Home Reversion Plans
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MAQ – Mortgage Advice Qualification
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RO1 Regulation and Ethics, R04 Pensions and Retirement Planning
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Financial Planning Certificate 1, 2 & 3
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.Â
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.
