Freddie Taylor (BA (Hons), DipFA, CertLTCP)
Financial Planner
Carlisle office
What attracted you to a career in financial planning?
After graduating from Sheffield Hallam University with a degree in business and marketing, I ventured into the financial services industry. I joined Quilter Cheviot Financial Planning in 2017, qualifying through the graduate programme and have obtained Chartered status with the LIBF.
Being able to work with a variety of different people at different stages of their lives, helping them formulate a financial plan personal to them is what I enjoy most about the profession.
How do you approach your role on a daily basis?
Building long-term relationships with clients and creating personalised goals allows me to utilise my expertise to build a financial plan that suits their needs. Through regular reviews and communication, we work together to react to different life events and varying economic conditions.
What are your interests outside of work?
Outside of work, I enjoy most sports, with a particular interest in golf, football and rugby, whilst also spending time with family and friends.