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.
Meet the team
Our team of experienced and dedicated advisers 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 financial game 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.
Adviser & Managing Director
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.
Adviser & 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.
Adviser & Investment Strategist
With an ever-changing investment landscape, Jonty is our eyes and ears for the markets. He has achieved his Diploma in Regulated Financial Planning, and is dedicated to becoming a Chartered Financial Planner; advising clients as well as also running Taylor Money’s investment proposition.
Before we give you any advice, our advisers work with Neil, Sharon and Hayley 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
Freya, Jess and Sam make up the Strategy team; working 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.
Operations, Finance & Marketing
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.
Heather, Claire and Amy are the engine that drives us – if something needs actioning, 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.