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Mary Taylor, Partner 

TEL 0033 05 62 30 51 40 

 

Mary represents Blevins Franks in the Roussillon and South West regions of France and Andorra. She joined Blevins Franks in 2000 and her husband Gary and three children established a home in Catalunya, as until this year, Mary also advised in the Costa Brava. 

 

Prior to joining Blevins Franks, Mary spent 10 years based in the Bristol area providing individual and corporate clients with comprehensive and personalised financial planning. Her expertise developed a focus on providing appropriate tax efficient strategies, particularly for retired or retiring clients, using trust, investment and tax planning to ensure estate preservation. 

 

Mary holds a full Financial Planning Certificate and is a member of the Personal Finance Society by Diploma. Prior to financial services, Mary spent 12 years in education, having graduated from University of Warwick with a Bachelor of Education Honours Degree. 

 

Mary is assisted administratively by Abbi Taylor and Pat Johnson and, in addition, Aaron de Giorgio who is a Private Client Manager working with our existing clients. Aaron has been with Blevins Franks for over seven years and is a qualified financial adviser.  

 

Both Mary and her family enjoy travel and sport, particularly rugby. Their eldest daughter Abbi works as Mary’s Personal Assistant as mentioned above; their son Adam is now in Heidelberg, having been invited to play rugby and attend university there, and youngest daughter Robyn is in the second year of a teaching degree in Barcelona. 

 

Mary is authorised by the UK Financial Services Authority, individual reference number MCT01066. Blevins Franks Financial Management Limited is also authorised to give advice in France.