Mel Taylor DipCII CertPFS - Founder Green Lane Trust Solutions
I am level 4 diploma qualified in financial services and a member of the Institute Of Professional Will Writers. I have been offering financial advice ‘that makes a difference’ (so my clients tell me) for over two decades, firstly with Halifax and more recently with HSBC, as an Independent Financial Advisor. Working with their Premier customers for over 10 years, has proved to me that a quality face to face service from a local advisor is important to most clients.
After being made redundant in 2013 I wanted to continue to feel that I could make a difference to clients both new and existing. There are many companies offering financial advice but very few that specialise in estate protection and trust planning, offering Will writing, Lasting Power of Attorney, Trust and Probate advice. Hence Green Lane Trust Solutions was born.
Everyone is different and therefore has differing needs. As such, I feel very strongly that meeting my clients in the comfort of their own home and talking to them about what they want is very important. This means that my recommendations and solutions will be tailored to their specific needs and objectives. It also means that even if no immediate action is taken, the client will know what can be done in the future to protect their family, reduce Tax, safe guard their property, or reduce Probate costs.
My expertise covers a broad range of Trust and Will products, and using my 25 years financial planning knowledge I can explain to clients what is possible and what is not and working closely with a local firm of Financial Advisors we can arrange for the correct products to be in place to meet the clients individual needs.
As my business has grown I realise that much of that growth is as a result of introductions and referrals from my existing clients. Building relationships founded on trust matter most to me.