Looking to secure your financial future?

Take control of your finances and achieve your goals with help from our financial advisers. Schedule a consultation today for personalised mortgage, pension, and investment advice.

What We Do

Find out more about the services we offer

Mortgages

Unlock the door to your dream home - find the perfect mortgage with our advisers

Pension Planning

Secure your future with the right pension plan - let us guide you to retirement bliss

Investments

Invest in your future - let us help you grow your wealth and achieve financial success

About Us

Welcome to Meredith Morgan Taylor

At Meredith Morgan Taylor we pride ourselves on the reliable, forward thinking, and trustworthy advice we provide to our customers. We help our customers navigate through the options that are available to them.
Meredith Morgan Taylor offers a range of financial advice services including mortgages, life insurance, pensions, and investments.

We understand that managing your finances effectively can be a confusing business, the financial world is complex and making the right decision can be a daunting prospect. Here at Meredith Morgan Taylor we will strive to help put you in control of your financial future.

Our customers are always at the heart of everything we do so please contact us today to speak to one of our experienced advisors on how we can help you achieve your financial goals.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

We hope you find the site both useful and informative. Over time our aim is to expand the site to offer more services such as viewing your policies and portfolios securely on the site but we would welcome your feedback not only on the current content and presentation of the site but how you feel it could be improved or indeed what other services or information we could include to help you.

If you do have any suggestions please e-mail us or use one of our contact forms.

Testimonials

What our customers have to say about us

I had previously dealt with Danielle at Meredith Morgan Taylor for mortgage advice many years ago, who was amazing! Since then I have required financial advice for my daughter’s inheritance and she passed across Llywelyn’s details. The service I have received has been outstanding, he has worked so hard to find the most suited outcome for my daughter and I couldn’t be more grateful. What was a very stressful time, not knowing what to do, the stress has been lifted and I have now have a fantastic outcome for my daughter’s future! Would highly recommend this company!

I contacted Paul Meredith at Meredith Morgan Taylor earlier this year, when I wanted mortgage advice & assistance regarding a derelict property I wanted to purchase in Exmouth. Paul was fantastic at explaining & arranging a mortgage that best suited my requirements. He was always readily available to help me with efficient solutions & personal support along the way. Buying a property can be a very stressful process, And I was grateful for Paul’s constant assurance, which gave me the confidence to proceed unhindered through the sometimes complicated journey of securing a successful purchase. I cannot recommend him highly enough, Plus his kind & generous friendly manner was the icing on the cake, for all the various professional services that he & his Company are able to provide to clients. To conclude, The whole experience was a pleasure & much appreciated! Many Thanks to Paul & his trusted Team!

We were recommended to speak to Duncan and his team by my parents and I would recommend them time after time. We had a long and stressful experience buying our first house but throughout it all Duncan was always positive and proactive with the next steps to help us along. throughout it all we could always be confident that the whole team were truly out to help us .i really couldn’t recommend them any higher.

Recently had a financial review with Llywelyn to plan for the future. Llywelyn provided detailed reports and recommendations with various options to meet my requirements. Great service highly recommended.

Chris was exceptional at getting me the best offer for my mortgage as someone who is self employed. He also helped me to get the best possible health, and home insurance too. Thank you Chris.

Sharon Middleton

My husband and I would highly recommend Paul & his team. They go above & beyond to help you every step of the way, This was our first mortgage so didn't have a clue what I was doing! if I didn't understand something Louise was on hand to help and explain things no matter how big or small. We will definitely use Paul again in 5 yrs when we will need to refix our mortgage. Thank you again to all team

Danielle went above and beyond. As a full-time landlord with 20+ years’ experience, I’ve worked with many brokers, usually ones who didn’t charge a fee. I was hesitant at first, but after a strong recommendation, I gave Danielle a try—and I’m so glad I did. She helped me remortgage a bridging loan quickly, keeping the lender informed and everything on track. Her communication was excellent, and any issues were resolved within minutes. I’ve never had service like this. I won’t use another broker again!

Paul and his team were very helpful and always extremely fast to respond to any emails or queries. Paul helped us get our first mortgage seamlessly without any issues, as well as proactively getting our mortgage offer updated when the interest rates reduced. I would highly recommend using Paul and his team for any mortgage tasks, I certainly will again in the future! Thanks again Paul!

Todd Walton-Ryder

I have had an incredible experience with Paul and the MMT team, they have helped me from start to finish mortgaging my first home, answering any queries I had in a timely manner, I couldn't be happier, Highly Reccomend!!!

Eilidh Maccormick

We have used Meredith Morgan Taylor on several occassions now. They give above & beyond service & advice. I would not hesitate to use them & recommend them highly.

We used MMT for financial advice. We found Llywelyn to be extremely helpful and patient when it came to explaining the new products he had researched and suggested for maximising our savings. He responded promptly to our queries and reassured us that we could contact him for further advice at any time. He was professional throughout. We were very satisfied with his service.

Duncan and Olivia helped us set up our first mortgage, they were greatly helpful and informative throughout the whole process. After being messed around for 7 months by another company we got in contact with Duncan who after a few forms and a couple of days had a Mortagage in principle ready for us. He then guided us through the whole process and advised us on other aspects, including life insurance and home protection, which made it all so easy and stress free. Couldn’t recommend them any more, amazing company and the best costumer service!

We recently bought a house as first time buyers, and Llywelyn couldn't have been more helpful throughout the whole thing. He gave us great advice and was always available when we contacted him. He definitely made the process of getting a mortgage a lot less stressful. We're really grateful for all his help and would strongly recommend him to anyone looking for mortgage advice!

I highly recommend this company, Danielle was an absolute star

Paul and Louise went above and beyond for us during the process of buying our first house. Pretty turbulent time with the mortgage rates changing constantly (thanks again Liz Truss!) but Paul was always willing to re-run the numbers and explain things to us. Can't recommend them highly enough.

Llewelyn & Paul have been extremely helpful over the years, answer all questions I have and nothing’s ever too much to ask. Helped me from buying my first flat to now my first house. Also dealt with our house insurance, life insurance and even our wills. A fantastic service. I would recommend them to anyone. Thank you.

Amazing service from start to finish, Danielle has been an absolute star and made all the difference, really focused, thorough and without delay. Highly recommended! Thank you very much!

Before my partner and I had spoken to Paul at MMT financial we were daunted by the whole process of buying our first home and getting a mortgage. Brokers we had spoken to previously would ask for absurd amounts of information about us and documents before we'd even be able to get mortgage figures. Fortunately, the moment I spoke to Paul he made the whole process so clear and easy for us, not only was he able to produce a quote and decision in principal for us the same day, he also had access to the best interest rates on the market by far compared to other lenders. It took us two years to find our first home yet Paul consistently provided us with figures for several different properties as and when we found them, it was never too much trouble. He was always happy to help and provide advice and figures for us promptly. When we finally found our first home, Paul made the whole process seamless with the mortgage, making it very clear what we needed to provide him and where to sign documents, etc. From what I thought would be a stressful process had actually become quite straight forward and we were always met with kind and helpful customer service from both Paul and his staff. MMT Financial are very friendly, professional and efficient and I would strongly recommend them. Paul has also looked after many of my colleagues who have been met with the same excellent customer service and competitive rates.

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Get In Touch

If you have any questions, please get in touch and once of our team will be happy to help.