We’ve been helping people make good decisions with their money for almost thirty years.
But it’s not just about money. It’s about what your money can help you achieve: Peace of mind. Flexibility. Security. Adventures. Freedom.
What matters to you is what matters to us.
We make financial planning and investment management wonderfully simple. What can we help you do?
Read how we’ve helped some of our clients:
What we think
Our insights and ideas on managing money and understanding the markets.
We have been supporting the St Petroc’s Society for a while now and cannot underestimate the hard work this charity does in helping people into housing. Homelessness, by definition, is the circumstance whereby someone is left without a permanent dwelling. This can...
We hosted our first seminar at the National Maritime Museum Cornwall last Thursday evening and it was a great success. Entitled “Developing Emerging Leaders – The Key to Freedom”, guest speaker Andy McCreadie, from Sandler Training, delivered an interactive session,...
This month, Taylor Money Director and Chartered Financial Planner, Philip Feast, offers his advice on company pension contributions. We often encounter successful business owners with growing cash balances in their company. A healthy amount of cash in any business is...