“Coming together is a beginning, keeping together is progress and working together is success.”
Working alongside Money Advice and Planning Ltd, Joseph Taylor holds his Diploma in Financial Advice with the London Institute of Banking and Finance. This allows him to advise on pensions, savings and investments, tax planning and financial protection.
New to the industry, Joseph’s background is in building strong working relationships with prestigious clients in the Automotive sector. With 12 years’ experience in relationship management, Joseph is a true people’s person.
He enjoys meeting new clients and helping individuals whenever he can. It was actually through existing customer relationships that Joseph decided to make the next step in his career to become an Independent Financial Adviser with MAP.
Having worked in the largest Jaguar showroom in Europe for six years, he was an integral part of the team and his efforts helped the branch in becoming the marque’s most successful European operation. This gave him the platform he required to develop his skills further with a strong client-focused approach to both business and individuals. He is more than confident that some of these attributes will assist him in becoming successful in his new career as an IFA, and in bringing a fresh pair of eyes to the company.