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Welsh & Taylor Wealth

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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 your 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).

02/11/2026

In this month's Aberdeen & Grampian Chamber of Commerce Business Bulletin - Finance Edition, we're proud to feature not only an advert for Welsh & Taylor Wealth but also a "My Career Journey" article from our Managing Director, Kieran Taylor

It's a candid look at the experiences, opportunities and challenges that helped shape his career in financial planning.

If your copy arrives this month, or you happen to spot one while grabbing a ☕️ or waiting for an appointment, take a few minutes to give it a read.

We'd love to hear what you think.

30/10/2026

Do you think your estate is below the Inheritance Tax threshold? It may be worth a closer look.

With rising property values and proposed changes to how pensions are treated on death from April 2027, the rules are shifting and many people may be closer to an Inheritance Tax liability than they realise.

In this podcast episode, we explore what’s changing, who could be affected and why it’s important to understand how these rules may impact your estate and your family.

https://www.youtube.com/watch?v=f8pK2EN1haY&list=PLFJ5LZkK7QLvaHDsfi4Jixc8MGfIqAINk

The information shared in our podcasts is for general information only and does not constitute a recommendation. Personalised financial advice should be sought before making any financial changes.

28/10/2026

Lucy is a Paraplanner with over 10 years’ experience in financial services, specialising in cashflow modelling, report writing, and adviser support.

Lucy also contributes to research work as a core PPI group member within the Epidemiology Group at the University of Aberdeen.

She is known for her analytical approach and attention to detail, producing high-quality research and reports that support adviser recommendations.

Outside of work, she enjoys exploring new places, spending time with family and friends, and switching off whenever she gets the chance.

28/10/2026

🎙️ New Episode of Those Pension Guys

What can we learn from real pension portfolios?

In our latest episode, we review four genuine investor portfolios and discuss the different approaches people take when managing their retirement savings. From someone who has never reviewed their workplace pension to an investor self-managing a portfolio worth over £1 million, we explore the risks, opportunities and common mistakes that can impact long-term outcomes.
We discuss:

✅ The dangers of being too cautious or taking too much risk

✅ Why more funds doesn't always mean a better portfolio

✅ The importance of regular reviews

✅ How investment decisions can affect retirement outcomes

If you've ever wondered whether your pension is working as hard as it should be, this episode is well worth a listen.

🎧 Available now on Spotify, YouTube and Apple Podcasts.

27/10/2026

It’s not just about the numbers, it’s about the life you want to live.

For Alistair, the biggest challenge wasn’t just financial, it was emotional as walking away from a long offshore career is a major life transition.

We didn’t just build a financial plan, we helped him:
• Understand what life after offshore could look like
• Feel confident in his decisions

• Reduce the stress and uncertainty around change
Good financial planning doesn’t just grow wealth, it gives you direction.

Read Alistair’s experience here: https://www.welshandtaylorwealth.co.uk/case-studies/alistair52

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).

23/10/2026

Our website contains plenty of detailed financial planning insights.

The challenge is finding the right one when you are short on time.

Our FAQs page helps by organising common questions and answers in one place. You can get a quick overview, then click through to the relevant blog or case study when you want the fuller explanation.

A practical shortcut without cutting corners on the information.

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

22/10/2026

Winning the lottery sounds like a nice problem to have... until the money disappears.

This episode of Those Pension Guys is live now! Tune in and hear from Kieran, Martin and Emma as they explore what happens when life and your finances don’t go to plan, from redundancy and illness to inheritance and unexpected wealth.

Circumstances that many of us could face, in one form or another, at some point in our lives.

They discuss:
• Why doing nothing can be costly
• The importance of emergency funds
• Protection, insurance and “what if?” planning
• How emotions can influence financial decisions

Watch/listen now and find out how preparation can make life’s financial shocks easier to handle. https://www.youtube.com/watch?v=7aCe9vH0vAo

This podcast is for general information only and does not constitute financial advice or a personal recommendation. Protection policies are subject to eligibility, policy terms, conditions and exclusions. Cover and claims are not guaranteed.

20/10/2026

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

WTW Ltd is authorised and regulated by the Financial Conduct Authority (FRN 1022233). The firm is registered in Scotland (SC638981).

16/10/2026

Are you looking for smarter ways to grow your wealth?

Join the Welsh & Taylor Wealth newsletter for exclusive insights, market updates and practical tips to help you in your wealth management journey.

Subscribe today and help take control of your financial future.

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.

14/10/2026

Amanda has spent her career in financial planning, working closely with clients and advisers to help make the whole process run as smoothly as possible.

She believes good financial planning relies on trust, clear communication and attention to detail. For Amanda, that means making sure people feel informed and looked after throughout their journey, rather than wondering what happens next.

Approachable, dependable and experienced, she’s another important part of the team supporting WTW clients behind the scenes.

Amanda says:
“Good financial planning should leave people feeling informed and reassured. I enjoy making sure the process is clear and straightforward, so clients know they’re being well looked after.”

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

Website

http://www.welshandtaylorwealth.co.uk/

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