Meredith Morgan Taylor

I had a few pensions sitting around, not doing much so decided it was time to look into my possibilities before it is too late, with retirement looming on the horizon and finances getting tighter, it was actually looking like I would be working right up until the day I fall off this planet, and never actually finishing paying off my mortgage. Having worked with MMT for many years business to business, I decided this was the perfect opportunity to expand our relationship. I made an appointment with Llywelyn and went along with handfuls of paperwork to attempt to get my life in order. Llywelyn was brilliant, he ran through absolutely everything, contacted all the providers to obtain the current position of each policy and then layed out a plan to maximise my return. He is extremely knowledgeable and speaks English when explaining his recommendations! We moved some into one and he recommended one stay put, due to some benefits tied in. Llywelyn contacts me each year for a review, and I can actually now see a massive improvement in my retirement plan, the policies are performing well and my retirement pot is notably much larger already. I certainly wish I had done this sooner! Highly recommended.

I highly recommend the services of Meredith Morgan Taylor. Llywelyn has been fantastic; Explaining all investment options, scenarios and potential future plans in an a way that I can understand. I have full trust in their strategies and value that I can get in contact with him whenever I need advice.

Llywelyn is nothing short of an absolute credit to his profession. I have full confidence in his financial advise which has always been explained to me in a way allowing me to fully understand exactly how my money is being invested. Llywelyn has always made himself available and helped me in a difficult time in my life. I would not hesitate to recommend Llywelyn and his team to my friends and family. Thank you Llywelyn.

Recently used Jonny Rawlings to arrange my accident cover ( Broken bones & ligaments) as I’m self employed & play football at the weekend. He was very knowledgeable & accommodating around my work, with an evening & weekend appointment. Very seamless & straight forward thanks again.

I had previously dealt with Danielle at Meredith Morgan Taylor for mortgage advice many years ago, who was amazing! Since then I have required financial advice for my daughter’s inheritance and she passed across Llywelyn’s details. The service I have received has been outstanding, he has worked so hard to find the most suited outcome for my daughter and I couldn’t be more grateful. What was a very stressful time, not knowing what to do, the stress has been lifted and I have now have a fantastic outcome for my daughter’s future! Would highly recommend this company!