Mel Taylor

Mel Taylor Email and Phone Number

Wills and Trusts at Green Lane Trust Solutions @
Mel Taylor's Location
Tonbridge, England, United Kingdom, United Kingdom
About Mel Taylor

I had been working in the financial services industry for over 20 years, as an Independent Financial Advisor, within the bank assurance sector. I enjoy problem solving and work as effectively within a team, as I do independently. I have very good communication skills, both face to face, and over the phone. I show a high degree of empathy with both colleagues and clients, I work well with all ages and backgrounds. I work in a positive and effective manor and am keen to take on new challenges. I feel that I am a good leader, but always open to new ideas. Being made redundant in 2013 I have taken time out to consider my options. I wanted to feel that I could make a difference to my clients.There are very few companies that specialise in Estate Protection and Trust Planning. Experience told me that some clients felt uneasy going to solicitors offices to write Wills or discuss Wealth Preservation Trust’s. I felt this was an area where I could continue to make a difference and decided to launch Green Lane Trust Solutions to ensure that my clients did not lose their hard earned wealth in later life. Bringing my financial services experience together with the ability to write wills, Power of Attorney’s Family Protection Trusts, arrange funeral plans and deal with probate, means that my clients are helped to maintain their family assets in later life.I am hard working, dependable, reliable and trustworthy. I always treat everyone, in the way I would wish to be treated and this has allowed me to be successful in every role that I have undertaken both in work and leisure. I have always found it easy to build up a rapport with all types of people. I adapt very well to the situation I am in, from discussing investments with millionaires, to providing protection for a single parent with no assets. I believe I am a good negotiator and most often will secure a successful result in whatever I do. I am open to new challenges and opportunities.

Mel Taylor's Current Company Details
Green Lane Trust Solutions

Green Lane Trust Solutions

Wills and Trusts at Green Lane Trust Solutions
Mel Taylor Work Experience Details
  • Green Lane Trust Solutions
    Estate Protection And Trust Planning Specialist
    Green Lane Trust Solutions Jun 2014 - Present
    East Sussex
    -Will Writing, -Trust documents, -Power of Attorney,-Probate work -Funeral plans.-I aim to protect my clients wealth from birth, to the grave, and beyond.
  • Green Lane Trusts Solutions
    Wills, Trusts And Power Of Attorney'S
    Green Lane Trusts Solutions Jun 2013 - Present
    East Sussex
    I am a member of the Institute of Professional Willwriters and approved by trading Standards.gov.uk By meeting clients in their own homes and helping them protect their wealth, I can help to reduce inheritance tax and significantly reduce probate cost's. I can ensure that their assets are passed on in the way in which they intended. I also take the stress out of applying for Probate and will involve myself as much or as little the client requires.
  • Hsbc
    Ifa
    Hsbc Nov 2002 - Sep 2013
    Estbourne, United Kingdom
    -IFA working with HSBC Premier clients on the south coast-predominantly within the investment and inheritance tax arenas.-I have consistently been a top quartile performer -I have adapted to the new RDR world and continue to consistently deliver
  • Halifax
    Ifa
    Halifax May 1993 - Jun 2000
    Crawley And The South East
    -started as a tied advisor, branch based in Crawley.-Promoted to IFA with Halifax Independent Financial Services (HIFAL) 1997. I was top performer in the country when HIFAL was closed. I went back to tied advice but moved so as to continue to give whole of market advice.-Mostly involved in the investment, pension and personal tax arenas.-I also did some coaching and 1 - 1 training with new employees.
  • Allied Dunbar
    Financial Advisor
    Allied Dunbar Feb 1992 - Sep 1993
    Brighton, United Kingdom
    -Self employed role, selling mainly endowment savings plans, small premium pensions and life/critical illness/income protection cover.-achieved award as fast track starter and head hunted by Halifax Building Society,
  • Tilleys (Sx) Ltd
    Branch Manager
    Tilleys (Sx) Ltd Jul 1976 - May 1991
    Burgess Hill And Brighton
    -Starting as an apprentice motor mechanic when I left school. I worked my way up by a succession of promotions to a branch service manager.-Involved in, fault diagnostics and customer enquiries, staff recruitment and disciplines. Managing work loads to ensure that all staff were actively engaged and work was completed on time and to a high standard. -Also invoicing and warranties payments from FIAT UK LTD

Mel Taylor Skills

Investments Pensions Financial Services Wealth Management Services Inheritance Tax Planning Income Protection Wealth High Net Worth Individuals Protection Retirement Planning Investment Advisory Critical Illness Retirement Portfolio Management Strategic Financial Planning Savings Sipp Estate Planning Investment Strategies Finance Financial Planning Preparation Of Wills Trusts Probate Administration Funeral Planning

Mel Taylor Education Details

  • Brghton Tecnical College
    Brghton Tecnical College
    City And Guilds 380 And 381 Motor Vehical Techniction
  • Oakmeeds
    Oakmeeds
    O Level Maths. English, Physics, Chemestry, Geography, Technical Drawing, Pe All Ay Cse Level

Frequently Asked Questions about Mel Taylor

What company does Mel Taylor work for?

Mel Taylor works for Green Lane Trust Solutions

What is Mel Taylor's role at the current company?

Mel Taylor's current role is Wills and Trusts at Green Lane Trust Solutions.

What schools did Mel Taylor attend?

Mel Taylor attended Brghton Tecnical College, Oakmeeds.

What are some of Mel Taylor's interests?

Mel Taylor has interest in Music, Travel, Sport.

What skills is Mel Taylor known for?

Mel Taylor has skills like Investments, Pensions, Financial Services, Wealth Management Services, Inheritance Tax Planning, Income Protection, Wealth, High Net Worth Individuals, Protection, Retirement Planning, Investment Advisory, Critical Illness.

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