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 | 
