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Monday 9am - 5:30pm Tuesday 9am - 5:30pm Wednesday 9am - 5:30pm Thursday 9am - 5:30pm Friday 9am - 5:30pm

Meredith Morgan Taylor

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Meredith Morgan Taylor
Pensions - Investments - Mortgages

29/10/2026

Yesterday, Chancellor John Healey delivered the Autumn Budget, outlining the Government's plans for the economy, public finances and future growth.

With a number of announcements that could affect individuals, families and businesses, the Budget introduces changes that may have implications for financial planning.

Swipe through to explore some of the key announcements from today's Budget.

Get in touch with us today to discuss how these changes could affect you and your finances.

Approved by The Openwork Partnership on 28.10.2026

Meredith Morgan Taylor Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

15/10/2026

Getting a mortgage for the first time? 🏡

It can feel like a lot, but a little preparation goes a long way.
From understanding your budget to getting your finances in order, these simple tips will help you feel more confident as you get started.

And remember, you don’t have to do it alone. A mortgage adviser can guide you through your options and support you every step of the way. 💬

Approved by The Openwork Partnership on 13/10/2026

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

Meredith Morgan Taylor Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

08/10/2026

After the success of the financial planning drop in sessions at Budleigh Salterton Library, we've had lots of requests to set up sessions covering specific topics.

Next month (November 5th) our financial adviser Llywelyn, will be running an Autumn budget Q&A at Budleigh Library. Thanks to Libraries Unlimited South West and the great team at Budleigh Salterton Library (Jane, Laura & Vicky) for helping to set the event up.

Will writing and Estate Planning is not part of the Openwork offering and is offered in our own right. Openwork Limited accept no responsibility for this aspect of our business. Will writing is not regulated by the Financial Conduct Authority.

Meredith Morgan Taylor Limited is an appointed representative of The Openwork Partnership a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

Approved By The Openwork Partnership on 08/10/2026

25/09/2026

It's been almost a month since we settled into our new home at Meredith Morgan Taylor, and we're absolutely loving the new space!

We've enjoyed settling into a space that's better suited to our growing team and provides an even more welcoming environment for our clients.

You can now find us at 28 Exeter Road, Exmouth, Devon, EX8 1PP 🙂

16/09/2026

Are your retirement plans still on track?

Plans change. Priorities change. Your retirement goals can change too.

A quick review could help make sure your retirement plans still reflect the future you want. Pension Awareness Week is a great reminder to check that your retirement plans are on track.

10/09/2026

We're delighted to welcome Caroline to our team!

Bringing over 30 years of experience in financial services, Caroline supports both our wealth and mortgage services. Caroline focuses on building strong relationships with clients and providing seamless support to our advisers. Her priority is ensuring every client feels welcomed and well-supported, while keeping our operations running smoothly behind the scenes.

Caroline will be a valued addition to the team!

04/09/2026

We would like to welcome Bethan, our newest member to the team!

Bethan has joined Meredith Morgan Taylor as our Apprentice Administrator after recently completing her A Levels. She brings valuable customer service experience from spending the past two years teaching swimming lessons, where she developed strong communication skills and a friendly, client-focused approach.

We are delighted to have Bethan on board!

27/08/2026

We're delighted to share that we're moving to a new office!

As we prepare for the move tomorrow, our office will be closed until Tuesday 1st September whilst we get everything set up and settle into our new home.

From Tuesday, you'll find us at 📍28 Exeter Road, Exmouth, EX8 1PP.

Just a short walk from our current location!

Thank you for your patience during the move, we're looking forward to welcoming you to our new office! ☺️

13/08/2026

Another busy session at Budleigh library! Our financial adviser Llywelyn answered questions on all kinds of financial planning topics, and it was great to see so many people taking the opportunity to chat about their financial future.

We've got another session in early September and hopefully other libraries will be hosting events in the near future.

Jane, Vicky and Laura are always so accommodating, they provide so much more to the community than simply loaning out books.

Libraries Unlimited South West have been so supportive of these drop in sessions, it's fantastic to be working so closely with the local community

12/08/2026

We're excited to be supporting Devon RFU Deaf Rugby this season!

Supporting local teams is something we're passionate about, and we're looking forward to following the team's journey throughout the year.

Good luck to everyone involved! Devon Deaf Rugby

Address

28 Exeter Road
Exmouth
EX81PP

Opening Hours

Monday	9am - 5:30pm
Tuesday	9am - 5:30pm
Wednesday	9am - 5:30pm
Thursday	9am - 5:30pm
Friday	9am - 5:30pm

Telephone

+441395864646

Website

http://www.mmtfinancial.co.uk/

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