An asset for life

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

“Paul has guided us through some challenging personal circumstances over the past few years. We appreciate his sympathetic approach to our family’s needs and believe Paul will continue to manage our assets and assist us in ensuring financial stability for generations to come.”

Mrs K Dowden

Retired, Cornwall
Case Studies

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.

Who We Are

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:

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Director & Wealth Manager

Paul Bannister

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Managing Director & Wealth Manager

Jonty Brooks

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Director & Wealth Manager

Philip Feast

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Jonathan Money

What we think

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.

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.

Let us call you back

Taylor Money Wealth Management provides a bespoke service for high-net-worth individuals looking for a long-term wealth management relationship. Let us get to know a bit more about your financial situation by getting in touch to request a call back.

Taylor Money Limited is authorised and regulated by the Financial Conduct Authority FCA ref: 583300.Copyright © 2024 Taylor Money | Designed & Developed by Gendall