Steve Taylor

Steve Taylor Email and Phone Number

Financial Adviser – PFP Wealth Group Ltd – Helping individuals and business owners to achieve their financial goals. @ PFP Wealth Group Ltd
wakefield, united kingdom
Steve Taylor's Location
Greater Manchester, England, United Kingdom, United Kingdom
Steve Taylor's Contact Details

Steve Taylor personal email

n/a
About Steve Taylor

With a friendly and approachable manner, my aim is to create long term relationships to help and guide people and business owners through their own financial journey. Making sure the right protection is in place to help you sleep at night, to help ensure your money is working hard for you, and that retirement plans are in line with your aspirations. All of this is done through open and honest conversations and regularly reviewed. Happy to work with people from across the whole of the UK and specialising in Retirement planning, protection and investments. With over 17 years experience of working in finance with some of the largest financial institutions in the UK, my passion is to make the complex simple, build long term relationships and help people manage their finances.In my spare time, I enjoy Golf, supporting my boys in their grassroots football, and enjoy spending time with my friends and family.The value of your investment can go down as well as up. You could get back less than you invested.PFP Wealth Group Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the title 'Partner' are marketing terms used to describe St.James's Place representatives.SJP Approved 9/1/2024

Steve Taylor's Current Company Details
PFP Wealth Group Ltd

Pfp Wealth Group Ltd

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Financial Adviser – PFP Wealth Group Ltd – Helping individuals and business owners to achieve their financial goals.
wakefield, united kingdom
Website:
pfpwealth.co.uk
Employees:
17
Steve Taylor Work Experience Details
  • Pfp Wealth Group Ltd
    Financial Adviser
    Pfp Wealth Group Ltd Mar 2021 - Present
    Stockport, England, United Kingdom
    Financial Adviser with PFP Wealth Group Ltd, a Senior Partner Practice of St. James's Place. Offering financial advice in Retirement planning, investments and personal/business protection.The value of your investment can go down as well as up. You could get back less than you invested.
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  • St. James’S Place Wealth Management
    Associate Partner Of St. James’S Place Wealth Management
    St. James’S Place Wealth Management Mar 2021 - Oct 2021
    Stockport, England, United Kingdom
    St. James's Place Wealth Management is one of the UK’s leading wealth management organisations, specialising in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.
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  • Lloyds Banking Group
    Learning Delivery Manager
    Lloyds Banking Group Jan 2008 - Feb 2021
    Warrington, United Kingdom
    Managing a team of circa 10 trainers responsible for the multi-site delivery of regulated learning and development initiatives to around 3500 colleagues within the Telephony Sales, Mortgages, branch network and Fraud parts of the Lloyds Banking Group (incl Offshore). An essential element of the role involves building and maintaining key stakeholder relationships with the Heads of Region within the various brands (e.g. Halifax, Lloyds, MBNA), and acting in a consultative manner to ensure learning and development initiatives are aligned to business strategy and putting customers at the heart of everything.
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  • Jd Williams
    Training Manager
    Jd Williams Sep 2003 - Mar 2008
    Responsible for the training and development needs of over 1,000 contact centre staff, reporting into the Head of Customer Services. Managing a team of fourteen trainers to ensure that staff performance supports the achievement of Contact Centre objectives.Proven track record of the ability to identify, design and implement varying training solutions in a fast-paced in-house / client environment and, capable of understanding how high quality training initiatives impact on the financial performance of the business.
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  • Jd Williams
    Business Unit Manager
    Jd Williams Nov 2000 - Sep 2003
    A challenging client facing role reporting into the Client Services Manager, managing a team of 8 Team Managers and 160 Customer Service Advisors within a customer contact centre. Managing an inbound call centre for major third party clients including River Island, Toys R Us and Early Learning Centre with the aim to ensure demanding Service Levels and performance targets were met.
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  • Cooperative Bank
    Team Manager / Trainer
    Cooperative Bank Apr 1996 - Nov 2000

Steve Taylor Skills

Coaching Customer Service Retail Mentoring Team Management Nlp People Management Training Delivery Sales Management Training And Development Training Management Performance Management Call Centers Strategy Leadership Stakeholder Management Employee Training Operations Management Training Programme Design

Steve Taylor Education Details

Frequently Asked Questions about Steve Taylor

What company does Steve Taylor work for?

Steve Taylor works for Pfp Wealth Group Ltd

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

Steve Taylor's current role is Financial Adviser – PFP Wealth Group Ltd – Helping individuals and business owners to achieve their financial goals..

What is Steve Taylor's email address?

Steve Taylor's email address is st****@****d.co.uk

What schools did Steve Taylor attend?

Steve Taylor attended The University Of Manchester, Birkenhead School For Boys, Stanton Road.

What skills is Steve Taylor known for?

Steve Taylor has skills like Coaching, Customer Service, Retail, Mentoring, Team Management, Nlp, People Management, Training Delivery, Sales Management, Training And Development, Training, Management.

Who are Steve Taylor's colleagues?

Steve Taylor's colleagues are Mollie May Hill, Judah Mcnaughten Aca, Sophie Storey-Peel, Alun Cooper, Lily Wright, Nick Gooder, Jonathan Storey.

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