Resources & Blog


by Richard Taylor on Jul 17, 2020

The Economy Stock Markets & Investing, Financial Planning

Currency, and more specifically GBP Vs USD, is a big topic for our clients. The days of 2:1 (GBP:USD) look a distant memory and following the Brexit decision the majority of people we speak to have a reluctance to move money to USD. Here Richard discusses the currency pairing broadly and the factors affecting the relative GBP weakness and USD strength. We cannot predict the future but here's our interpretation of the pairing and whether this is the new normal?

Video: 5 Common Mistakes Brits Make When Living in USA

by Thomas Quinn on Jul 16, 2020

Financial Planning

We speak to Brits living across the US each day at Taylor & Taylor USA. Here Thomas lists the 5 mistakes we hear most. If you live UK and now reside in the US, there are a number of nuances and specific challenges you face in light of having pensions, property, passports from two countries. Unfortunately, you're not given a guide at the border as to what to look out for, but these are the most common mistakes we hear and our thoughts on these.

Video: Taylor & Taylor Investment Philosophy - The 3 Pillars

by Richard Taylor on Jun 16, 2020

Financial Planning, The Economy Stock Markets & Investing

Here Richard, CEO discusses the company investment philosophy and the 3 pillars at its core.

What you hear in the video has been central to a number of calls at T&T in the past 12 weeks. Rightly so clients and prospects alike want to understand what we're doing at this time and the merits behind how we manage their money.



Video: Do Not Review Your Investments

by Thomas Quinn on Jun 1, 2020

Financial Planning, Stock Markets & Investing

If you're aged between 45-65 then this 2-minute video is for you.

February and March were tough months to sit idly whilst your 401k / UK Pension / QROPS felt the effects of the global sell-off. At that time an adviser worth their salt should have told you to stay the course and stick to your investment plan.

However, there is something you can do, and Tom explains 3 benefits of doing so.

Video: Substance Over Stories

by Richard Taylor on May 21, 2020

Can you pick the winning stocks in this market?

This week our CEO discusses how investments can often have a compelling story behind them, but should they be believed? Richard draws on his own experiences and discusses what he's seen happen over the years with funds selling out-performance.