Former Ascot Lloyd planning director launches advice firm

Cera Taylor has recently left Ascot Lloyd to set up her own firm 123-Wealth, which is an appointed representative (AR) of Sense Network. Predominantly serving "wealthy, high earners", many of her clients are successful individuals or business owners that do not have a huge amount of time but need a financial plan. Taylor has 16 years' experience having also worked in a director role at Aberdeen overseeing the North of England team before moving to Ascot Lloyd where she was a financial planning director. Having worked for some bigger players, she said she learnt the importance of go...