0
Skip to Content
Home
Team
Retirement Planning
Investment Management
Tax Planning
Business Owner Support
Our Investment Philosophy
Overview
Initial Advice
Ongoing Advice
Fund Charge
Platform Charge
Optional Extras
Client Portal
Insights
Blog
Case Studies
Podcast
Welsh & Taylor Wealth
CONTACT US
Home
Team
Retirement Planning
Investment Management
Tax Planning
Business Owner Support
Our Investment Philosophy
Overview
Initial Advice
Ongoing Advice
Fund Charge
Platform Charge
Optional Extras
Client Portal
Insights
Blog
Case Studies
Podcast
Welsh & Taylor Wealth
CONTACT US
Home
Team
Folder: Services
Back
Retirement Planning
Investment Management
Tax Planning
Business Owner Support
Our Investment Philosophy
Folder: Fees
Back
Overview
Initial Advice
Ongoing Advice
Fund Charge
Platform Charge
Optional Extras
Client Portal
Folder: Resources
Back
Insights
Blog
Case Studies
Podcast
CONTACT US
Alistair | Offshore Electrical Supervisor, 52
Retirement Planning Emma Murison 14/07/2026 Retirement Planning Emma Murison 14/07/2026

Alistair | Offshore Electrical Supervisor, 52

After nearly three decades offshore, the strain of long rotations, physical work and time away from home was becoming too much. Alistair ‘s pensions were scattered, his company shares unmanaged, but he was blind to the future.

Read More
Linda | Logistics Company Owner, 58
Retirement Planning Emma Murison 05/05/2026 Retirement Planning Emma Murison 05/05/2026

Linda | Logistics Company Owner, 58

Welsh & Taylor Wealth helped Linda who, after years of stress, wanted a clear path to semi-retirement, by age 60.

Read More
Mark | Senior Energy Engineer, 49
Retirement Planning Emma Murison 07/04/2026 Retirement Planning Emma Murison 07/04/2026

Mark | Senior Energy Engineer, 49

Welsh & Taylor Wealth helped Mark by consolidating multiple pensions, modelled cashflows for every scenario and created a clear path to retiring at 57, all while maintaining his standard of living.

Read More

Contact

team@welshandtaylorwealth.co.uk

01224 054404

Location

Office 2.36, 2nd Floor

H1 Building, Hill of Rubislaw

Anderson Drive, Aberdeen, AB15 6BL

 

Privacy Policy

Welsh & Taylor Wealth is a trading name of WTW Ltd.

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

Registered Office: Office 2.36, 2nd Floor, H1 Hill Of Rubislaw, Anderson Drive, Aberdeen, Scotland, AB15 6BL

The information provided through this website is based on our opinion and is for general information purposes only.  It is not, and should not be construed as financial advice.  The value of your investments can fall as well as rise and are not guaranteed and investors may not get back the amount originally invested. The information provided is based on our understanding of current rules and regulations, which may change.