An Independent Financial Advisor thinking out of the box. Really? Yup.

In this episode I talk to Taylor Beavis, founder of Universe Financial Advice. He's a wise head on young shoulders, and is currently giving to a charity of your choice his fees for starting a new pension for you.  Interesting.  

He has a regulated diploma in financial advice and specialisms in investment management and pension transfers. 

Taylor provides his clients with financial guidance with their estate planning, pensions, investments, and protection for their families. After several years working with large UK banks and Financial Advice businesses, and at the age of 23, Taylor made the decision to start his own financial services company. 

Since its launch in 2018, he has built his client base from scratch and has launched an industry leading campaign to make his advice business community focussed and able to support the local charitable sector.

“If you look after your local community, your local community will look after you”.

As a business owner, Taylor’s main goal is to create a scalable business that puts its money where its mouth is and supports the local economy, as well as continuing to provide an unparalleled service to its clients. His business will not only say that they are ‘community focussed’ on their website and marketing material, but they are determined to actually show and demonstrate that they are community focussed. 

The business is currently in a period of donating all income received to charitable causes and you can find out more about this by visiting the following link:

https://www.linkedin.com/posts/taylor-beavis-dipfa-petr-3b0a1b8b_retirementplanning-charities-financialadviser-activity-6658664021719298048-zUyb

During our conversation he refers to an UMF report - you can read that report at https://www.imf.org/en/Publications/WEO/Issues/2020/04/14/weo-april-2020 .

His website is at https://www.universefa.co.uk and his LinkedIn profile is at https://www.linkedin.com/in/taylor-beavis-dipfa-petr-3b0a1b8b/ .

You can contact Taylor by email on [email protected] , or via his website and he can help you plan your financial future.

If you think you'd be a good guest on the show, please do let Mark know - you might find yourself on here in the wink of an eye!  You can contact him via https://www.linkedin.com/in/enterprisedoctor/ .