Simon Taylor

Simon Taylor

Bury Financial Advisers Limited

Minimum savings/pensions: Over £50,000

0161 219 8576
Based in Oldham
View location

Top Rated 2025
Verified since: November, 2023

4.9 out of 5

63 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 28 March 2025

    Simon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 21

    Recent Client Reviews

    Verified reviews: 100%

    Simon has received 21 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 29 November 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 4

    Qualifications Uploaded

    4 qualification certificates available to view

    Simon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Simon has provided information on their typical fees

    Simon has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 28 March 2025

    Simon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 21

    Recent Client Reviews

    Verified reviews: 100%

    Simon has received 21 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 29 November 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 4

    Qualifications Uploaded

    4 qualification certificates available to view

    Simon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Simon has provided information on their typical fees

    Simon has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

Simon has worked in financial service for over 25 years, predominantly as an Independent Financial Adviser. He has a wealth of experience and knowledge in all aspects of financial planning. “Client care is exceptionally important to me, I am passionate about the on-going service I provide to my clients. It is my job to break down the financial jargon and give my clients the tools and ongoing guidance to ensure their retirement journey is successful and stress-free.” In his spare time Simon enjoys travelling and spending time with his two grown up children. For his sins, he is a keen Oldham Athletic supporter

Offers available through VouchedFor

Contact Simon through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Simon's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Savings

Clients' level of financial expertise

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