History

history

Our business was established in 1993 as David Guthrie Financial Consultancy, based primarily around an investment and estate planning approach. Jeremy Taylor moved to the practice in 2000, joining his father-in-law David Guthrie, from an insurance and financial services career with Eagle Star and Zurich Financial Services. Jeremy has worked in a number of areas around the UK and Channel Islands, with experience across various areas of insurance and financial services. Jeremy is a Chartered Financial Planner by examination qualification through the Chartered Insurance Institute.

The business has continued to grow, and when David retired in 2005, Jeremy took over the reins.  We took this opportunity to rename the business Excel Financial Solutions – because it stands for what we aim to do! Since then, we have sought to broaden our advice proposition to a wider span of protection, investment and pensions needs, and additionally further developed our corporate client bank.

In 2010 Jeremy’s wife Fiona joined the business as a Partner, moving from a legal background, having worked as a conveyancing solicitor for over 20 years. Fiona adds experience from this complementary background, both in a strategic and support role.

We look to contribute to the local business community through active membership of several business interest groups.