ABOUT

Taylor Made Financial Solutions Somerset West Taylor Made Financial Solutions Somerset West

Why Taylor Made?

There are several reasons we have so many satisfied clients with whom we have built solid, long-term relationships…
  • We don’t tell our clients what products to buy. We take a 'Coaching' approach explaining to you why you need what we advise on, but then leave the decisions in your hands.
  • We Have a Wellness Coach, provided free of charge to assess your health profile and we plan according to your needs and where you are in your life cycle.
  • Our experience in Commercial insurance allows us to see the gaps in your current portfolio and apply our expertise to ensure that you have the most effective cover.
  • Our many years in the industry have enabled us to fully understand the detailed extensions and addendums to your policies, giving us an advantage in this area to offer expert advice on what to watch out for!
  • We have niche commercial insurance products that give extra benefits to certain industries at cost-effective premiums.
  • We emphasise service excellence, founded on finding holistic solutions, offering astute advice and ensuring better benefits for every client.

Who are we?

After more than 20 years since we were founded, our knowledge, expertise and experience, have equipped us to understand people’s financial needs and we have adhered to our decision at the outset to offer a personalised and dedicated Taylor Made service.

As an independent financial brokerage, we ensure that all our clients receive the full benefits of any financial products we recommend. We save individuals on health and risk policies to enable them to invest and build long-term wealth, and businesses save on commercial risk policies to ensure the implementation of Keyman and Partnership cover.

Those who see health, risk cover and wealth creation as separate entities can greatly benefit from the one-stop, holistic approach that we adopt to cover every facet of financial wellness faced by any individual or business within their lifespan.

A little history


Taylor Made Financial Services was founded as a close corporation in 2001 and is owned by founder Nick Taylor and ably managed by his partner for life Mandy Taylor. In 2008 Taylor Made Financial Services expanded its client base through the acquisition of a brokerage Action Plan Management CC. This acquisition cemented Taylor Made Financial Service's foothold in the medical aid market and boosted its client base to 8,500 strong within a few years.

Now, with more than 20 years of experience in finance, we have forged solid relationships with all the financial institutions offering the best cover within their specific fields. We do not just sell products though, nor are we bound to any specific institution. We are an independent entity offering our clients only the best solutions, Taylor Made to their specific requirements!

Compliance documents

TMFS - COMPLAINTS PUBLIC DOCUMENT with POPI - 2024
TMFS - COMPLAINTS PUBLIC DOCUMENT - 2024-03-26
TMFS - TREATING CUSTOMERS FAIRLY POLICY - 2023
TMFS - PAIA MANUAL - 2024

PAIA Form 2 - Request for Info
PAIA Form 3 - Outcome of Request for Info
PAIA Form 4 - Internal Appeal Form

Retirement Products
Partnering with people to fulfil life-long wealth creation aspirations

Partners


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