Welsh & Taylor Wealth

Welsh & Taylor Wealth Financial advice from a truly independent firm who deliver the 5* service you deserve

We’re a fully independent, directly authorised financial advice firm based right here in Aberdeen - recognised as one of the city’s Top Rated Firms by VouchedFor and backed by over 240 five-star client reviews. What makes us different?
✅ We’re not tied to any provider or product
✅ We offer full market access and transparent, competitive fees
✅ We build bespoke investment portfolios tailored to you

r goals
✅ We use powerful cashflow modelling to help you visualise your financial future
✅ And most importantly - we put people before products, always

Whether you’re planning for retirement, investing for the future, or just want a second opinion, we’re here to help with advice that’s clear, personal, and built entirely around you. For more information on the services we provide, please visit www.welshandtaylorwealth.co.uk
Welsh & Taylor Wealth is a trading name of WTW Ltd who are authorised and regulated by the Financial Conduct Authority (1022233).

𝗦𝘁𝗮𝗿𝘁 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗰𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝗰𝗲Built a career in energy? Download the latest guide from Welsh & Taylor Wealth to bring yo...
04/06/2026

𝗦𝘁𝗮𝗿𝘁 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗰𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝗰𝗲

Built a career in energy? Download the latest guide from Welsh & Taylor Wealth to bring your pensions into one clear plan, simplify the complexity, and build a clearer retirement strategy. Take control of your pension planning today.

Download our guide:
https://www.welshandtaylorwealth.co.uk/confidence

☎️ Call:
01224 054404

📩Message:
[email protected]

The value of investments can fall as well as rise and is not guaranteed. You may get back less than you originally invested. The opinions expressed do not constitute advice, and nothing in this document should be considered a recommendation. Please contact your adviser before taking any action.

Are you one of the thousands tuning into Original 106?If you’ve heard Welsh & Taylor Wealth on air, let us know 👇(We pro...
03/06/2026

Are you one of the thousands tuning into Original 106?

If you’ve heard Welsh & Taylor Wealth on air, let us know 👇
(We promise we sound better on radio…)

Planning your future shouldn’t feel complicated.

Start here: https://www.welshandtaylorwealth.co.uk/contact-us

“Kieran arranged the initial transfer from my existing pensions and has provided ongoing guidance in a professional and ...
02/06/2026

“Kieran arranged the initial transfer from my existing pensions and has provided ongoing guidance in a professional and efficient manner. I couldn’t be happier with the results.”

Transferring pensions can feel like a big decision, particularly when you’ve built up several plans over time. Many people simply want clear guidance and a well managed process so they understand what’s happening and why.

By taking a structured and professional approach, advisers can help simplify pension arrangements and provide ongoing support as retirement approaches. Clear explanations and regular reviews can bring reassurance and make long term planning feel more manageable. If you’re considering a pension review and would value an initial conversation, we’re always happy to help.

Financial advice is personal, and what’s right for one person may not be right for another.

Working in the Energy sector can make pensions complex. Offshore rotations. International contracts. Multiple employers....
29/05/2026

Working in the Energy sector can make pensions complex. Offshore rotations. International contracts. Multiple employers. Great career progression but complicated finances.

Where do I start?

If you’ve been putting off going through piles of paperwork to figure out what’s what, our latest guide will help you cut through the jargon and with our help, make your pension work harder for you.

Welsh & Taylor Wealth was founded by former energy professionals who’ve seen first-hand how easy it is to lose control of your pension strategy.

We’ve created a free, practical guide for energy professionals who want to:
• Understand where their pensions really are
• Stop relying on generic ‘rules of thumb’
• Build a confident, flexible retirement plan and take control of your future finances.

Download the guide and take control of your long-term future.

https://www.welshandtaylorwealth.co.uk/confidence

The value of investments can fall as well as rise and is not guaranteed. You may get back less than you originally invested. The opinions expressed do not constitute advice, and nothing in this document should be considered a recommendation. Please contact your adviser before taking any action.

Retiring at 60 should be simple, after a lifetime of hard work and saving, but now it requires careful planning.From mar...
28/05/2026

Retiring at 60 should be simple, after a lifetime of hard work and saving, but now it requires careful planning.

From market volatility to longer retirements, your strategy needs to balance:
• Sustainable income over 25–30 years
• Tax-efficient withdrawals
• Investment growth vs. risk

Don’t assume 60 will work for you. Test the numbers and plan with confidence.

Read our full guide: https://www.welshandtaylorwealth.co.uk/blog/can-you-really-retire-at-60

Please note: This article is for general information only and does not constitute advice. The information is aimed at individuals only. All information is correct at the time of writing and is subject to change in the future. WTW Ltd is authorised and regulated by the Financial Conduct Authority (FRN 1022233). The firm is registered in Scotland (SC638981).

25/05/2026

New episode alert 🎙️

The latest Those Pensions Guys Podcast dives into Inheritance Tax on pensions — a topic we’ve had a lot of questions about recently.

Clearly, this is an area of growing interest and concern, so Martin & Kieran have broken down what’s changing and what you can do about it.

🎥 Watch the short clip below where they discuss ways to reduce the potential IHT burden

🎧 Full episode here: https://lnkd.in/exYPeVdM

If you’d like help navigating this for your own circumstances, we’re here to help.

Are you one of the thousands of pairs of ears tuning into Original 106 here in the North East?You might have heard Welsh...
22/05/2026

Are you one of the thousands of pairs of ears tuning into Original 106 here in the North East?

You might have heard Welsh & Taylor Wealth on the air recently. If you did, we’d love to know 👇
Retirement isn’t a number on a page. It’s what that number allows you to do.

For many people we speak to, especially in energy, business ownership or senior roles, the real question isn’t “can I retire?”

It’s “what does life actually look like when I do?”

That’s where good planning comes in. Clear, practical, and built around you.

If you’ve heard the ad, drop a 👋 or comment below. We’re curious.

And if you want to explore your own plan, you can start here:
https://www.welshandtaylorwealth.co.uk/contact-us

Financial planning, not guesswork.

Financial advice is personal, and what’s right for one person may not be right for another.

Would you like to increase your confidence and knowledge when it comes to pensions and financial investments? Join hundr...
21/05/2026

Would you like to increase your confidence and knowledge when it comes to pensions and financial investments?

Join hundreds of readers taking control of their wealth. Sign up for our newsletter now.

https://www.welshandtaylorwealth.co.uk/sign-up

The content in our newsletter is intended to provide general information and is not financial advice. As everyone’s situation is different, we recommend speaking to a qualified adviser before taking any action.

Are you working in Aberdeen or the North East of Scotland and have multiple pensions, bonuses, or business income?Retire...
20/05/2026

Are you working in Aberdeen or the North East of Scotland and have multiple pensions, bonuses, or business income?

Retirement planning today is complex, especially for high earners in energy, engineering, healthcare, or family businesses.

Our latest blog explains why retiring at 60 isn’t to be expected and how tailored financial planning can give clarity, test your options and secure your future.

Explore the full article:https://www.welshandtaylorwealth.co.uk/blog/can-you-really-retire-at-60

Please note: This article is for general information only and does not constitute advice. The information is aimed at individuals only. All information is correct at the time of writing and is subject to change in the future. WTW Ltd is authorised and regulated by the Financial Conduct Authority (FRN 1022233). The firm is registered in Scotland (SC638981).

20/05/2026

💡 Could your pension be caught by Inheritance Tax?

In the latest episode of Those Pension Guys Podcast, Martin & Kieran talk about upcoming changes that could lead to a 30% increase in estates paying IHT from April 2027.

👀 In this short video, he explains:
• Who might be affected
• Why this matters now
• What to start thinking about

🎧 The full episode is available now on Spotify, YouTube and Apple Podcasts.

▶️ Watch the clip below and tell us what you think!

Address

Welsh & Taylor Wealth, H1, Hill Of Rubislaw, Anderson Drive
Aberdeen
AB155BL

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

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