Who we are
Since Jonathan Money founded Taylor Money in 1989, the business has been built on the foundation of providing our clients with exceptional service and honest, truly independent advice.
Over the years, we’ve continued to put people at the heart of everything we do – our clients, our team and our wider network too. Today, we look after many successful people, helping them manage their personal wealth as well as their business investments, and we’re incredibly proud that almost all of our clients come to us through recommendations and referrals.
We are conscious that our brief is not solely about financial advice and portfolio management but also about long-term wealth preservation. We take our responsibility very seriously and would be delighted for you to come and find out what we do.
Taylor Money Wealth Management is proud to have been awarded Corporate Chartered Financial Planner status. This shows our commitment to excellence in client care, professional standards, ethical practice and ongoing continuous professional development for our staff.
Meet the team
Our Wealth Managers
Our team of experienced and dedicated wealth managers will look after you when we are…
- Getting to know you and understanding what matters to you.
- Providing advice and helping you understand the options.
- Agreeing your wealth plan.
- Reviewing and updating your plan to make sure it’s still the best fit for your needs.
- They’re also on hand to answer any questions, and make adjustments such as changes to your income and additions or withdrawals for your portfolio.
Jonty Brooks
Managing Director & Wealth Manager
Jonty joined Taylor Money in 2017 and has taken on the role of Managing Director. Alongside his management position, Jonty also works as a Wealth Manager advising individuals and families on how to structure and invest their wealth. Read more here.
Jonathan Money
Chairman & Founder
In his 40 years in the industry, Jonathan has advised more than 1,500 individuals, families and businesses. Our clients can draw on his extensive experience at any time.
Philip Feast
Wealth Manager & Director
With a lifelong interest in financial markets and investment, and well over a decade in the industry, Philip has helped hundreds of people understand their finances and how to get the best out of them.
Paul Bannister
Wealth Manager & Director
After ten years at high street banks, Paul knew there must be a better way to help people manage their wealth. Thankfully, in 2013, he met Jonathan, and Paul’s levelheaded, collaborative approach has been invaluable to our clients ever since.
Our Paraplanners
Before we give you any advice, our advisers work with our paraplanners to research the implications of what we might advise, evaluate the risks involved, and select the best products to meet your objectives. Once we’re putting your plan into action, they also work closely with our administrators to make sure everything is actioned correctly.
Our Strategy Team
The Strategy team work behind the scenes to research and plan ways we can continue to grow and improve – whether that be company operations, marketing, events and investment communications – with the ultimate goal of providing a first-class service and helping our clients accomplish the things that matter to them.
Freya Randall-Money
Operations Director
Freya keeps everything behind the scenes running smoothly. She also looks for improvements that can refine the way we work and enhance the service our clients receive, such as training for our team. You’ll likely meet her if you come to one of our events.
Jess Money
Marketing and Accounts
Jess supports us with our PR and marketing; there’s the bimonthly newsletter, website and social media to take care of, as well as taking on the role of Accounts Executive.
Sam Chedzoy
Investment Analyst
With a Masters Degree in Finance and Investment behind him, Sam has joined the team working closely with Jonty to research, monitor, evolve and communicate Taylor Money’s investment strategy.
Artem Dubas
Data Analyst
Having completed BSc Economics and Politics at the University of Exeter, Artem joined us for his year in industry and has since had his employment extended at Taylor Money. He is working with Jonty and Sam on multiple projects, including investment research and streamlining our CRM system.
Our Client Services Team
The Client Services Team are the engine that drives us – if something needs to be actioned, they make it happen! They are usually the first people you speak to when you call or come in to the office. You’ll often get letters or emails from them with updates, paperwork or questions. They can also book appointments, help with paperwork and queries, and track down the right person to assist you quickly.
