Adviser Profile
Shelagh Taylor
Shelagh
is a director of Landmark Financial Planning and has been with the
practice since 1997. Shelagh started her career with the Inland
Revenue before spending 18 years with Barclays Bank Trust Company.
Shelagh has, through qualification, reached Associate membership
of the Society of Financial Advisers, a level of membership achieved
by less than 10% of advisers. She is also a member of the Institute of
Financial Planning and a committee member of the Womens IFA group.
Shelagh is also qualified to give advice on pension transfers.
Shelagh has worked with owner / managed businesses, advising on
a number of Self Administered Pension schemes. She has extensive
experience in investment planning and tax related issues, providing
advice in regard to portfolio management and trustee investment.
"To be financially well organised is an objective of many
but achieved by few. We aim to help our clients achieve this objective
by providing friendly, independent financial advice of the highest
quality and integrity."
Shelagh Taylor | 
