I pride myself on building excellent client relationships.
My focus is to understand a client’s needs and objectives to provide comprehensive investments, pensions, mortgage or protection advice that makes, saves or protects my client and their families money and home.
I strive to be the best adviser I can be and measure this on my clients understanding and willingness to refer my services to friends, family or colleagues.
“Matt and Aimee were a pleasure to deal with. All correspondence was detailed, explained and concise. Matt and Aimee talked me through the whole process and made me feel at ease throughout. The service provided was second to none and I will not hesitate to recommend to anyone who wants fuss and hassle free financial guidance.”
- Damien, March 2021
“Both Matt and Aimee were: helpful, polite, chased down actions, kept us informed and stayed on top of the process”
- Terry, March 2021
“I would recommend Matt and Aimee and fully trust JDA Wealth to handle any financial matters professionally and efficiently ”
- Mitchel, March 2021
“Great support from first enquiry through to completion. Good objective advice and ultimately a service geared around their clients best interests. Not all advisors can claim that!”
- Jason, December 2020
“Many thanks for a friendly, professional service from beginning to end. You couldn’t have been more helpful.”
- Helen & Anthony, January 2021
“Matt & Aimee were always available to update me and explain anything I had questions on. Everything went through smoothly and helped make this experience as stress free as possible. Even after I had moved house there was a New Home card from Matt & Aimee which was a lovely touch. This is the 2nd time I have used JDA and Matt’s services and would have no hesitation recommending him. Overall I’d just like to say thank you for all your help and work on my case, it was very much appreciated. ”
- Nicholas, October 2020
“The service I received from Aimee Morris and Matt Taylor have been exceptional and as I am a returning customer for the 4th of 5th time I know the excellent service is not a fluke or a one off thing. Aimee has kept me updated throughout the mortgage application process and kept me informed of any issues or additional items required from the lender. Most companies I have used previously promise this type of service but always fails to deliver. There is no doubt that I will continue to use your services for future purchases and so will my brother and sister. Amiee, keep up the great work, you are an asset to JDA Wealth, well done again! ”
- Yohan, September 2020
“Really great staff and professional and reliable service. This is the third mortgage I’ve had through JDA this was my first mortgage, a buy to let mortgage and more recently another homeowner mortgage. We dealt with Matt Taylor here who has been absolutely fantastic. He’s been flexible in dealing with my work schedule and has gone above and beyond what I ever expected. Everything has been dealt with perfectly and I will be using them again. Cannot recommend enough! Especially if you’re looking to minimise the stress of the process or have a lot of factors for consideration when applying. Great professional service and look forward to using again in the future.”
- Rich, August 2020
“Excellent service and would highly recommend to others. The advice given and product met my needs. Matt was very efficient and communication was excellent.”
- Deborah, August 2020
“Myself and my partner started off with a different mortgage advisor but things seemed to progress very slowly and there was a lack of communication so we contacted our estate agent who put us in touch with Matt.
Matt drove all the way to meet us to discuss the mortgage which we were impressed by as the previous advisor everything had been discussed via phone calls.
Matt was very professional and was able to answer any questions that we had, things progressed much quicker with the mortgage once Matt was on board and before we knew it we had a mortgage offer. We cannot thank Matt enough and would recommend his services to anybody looking for an advisor. ”
- Jessica, November 2017