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 obtained my Level 4 Diploma and long-term care licence through the Quilter Financial Adviser School and am currently working towards Chartered status.
Finance can be difficult subject for discussion, but it is a subject I am passionate about. I enjoy having the opportunity to work with a variety of clients at different stages of life to help them achieve their aspirations.
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. I find this to be extremely rewarding.
What are your interests outside of work?
Outside of work, I enjoy most sports, with a particular interest in golf, football and rugby. I enjoy spending time with friends and family, taking long walks with my dog and always look forward to planning the next holiday.