We help our clients make good decisions with their money
Now, in the future, and for generations to come
Taylor Money is a boutique, family-owned wealth management firm who have been working with high-net-worth clients for over 35 years.
Our wealth management service
Combining wealth planning and investment management, our fully bespoke wealth management service ensures your capital is working hard for you and invested in a tax-efficient manner.
Our dedicated team
Supported by the Taylor Money team, your dedicated wealth manager will work with you to gain an in depth understanding of where you are now, where you want to be, and then help implement a plan to get you there.
Who we work with
Working with a select number of individuals and families allows us to deliver a high level of service. Clients typically fall into one of two categories; those who have investable assets of more than £1 million or those who are accruing capital at a significant rate. This includes:
- Business owners and entrepreneurs
- Partners of law and accountancy firms
- City professionals in private equity and investment banking
- Multi-generational family wealth
Find out how we have helped some of our clients:
Scroll along to find out more about how our expertise has helped our existing clients and the work that we have done for them.
Meet our wealth managers
You will work closely with one of our experienced wealth managers who are supported by our client services, paraplanning, investment and strategy teams.
Find out more about our team below:
Our insights and ideas
We regularly post articles on a range of relevant topics. From wealth planning to market movements and company news, our aim is to share our teams’ extensive knowledge and thought leadership.
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Talk to us about wealth management
If you are interested in discussing how Taylor Money can help you, or to find out more about our wealth management service, please contact us below.