Jonathan Money

Founder and wealth manager Jonathan has lived and breathed Taylor Money for the best part of his working life. In his 45 years in the industry, he has advised more than 1,500 individuals, families and businesses.

Having stepped down from his role as managing director in 2023, Jonathan still continues to advise his clients and is now chairman on the board of directors.

Jonathan's qualifications:

CII Level 4 Diploma in Regulated Financial Planning, June 2011

Client testimonials:

"When we asked a close friend, who had worked as a highly regarded professional accountant before retiring, if he could recommend a financial advisor, without hesitation he suggested Jonathan Money of Taylor Money. We subsequently met with Jonathan at his offices in Falmouth, and having explained our reasons for wanting to change from our previous advisors, we immediately felt at ease about Jonathan’s proposed approach to meet our requirements. Since that first meeting, our confidence in Jonathan, and his very capable supporting team, has grown stronger each year.

But it is not only the professional relationship that has been built up over that period. We feel highly valued as clients of Taylor Money, and that our financial interests are being very well cared for, and regularly monitored. That’s the strongest testimonial we can give. They are just so good at what they do!"

Steven and Sally Horne
Retired, Cornwall

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"I was introduced to Jonathan Money in 1994, when I became Executive Director of a professional association. Jonathan helped me introduce a pension scheme for a small staff of four where no such benefit had previously existed.

Since those early days, myself and my husband Mike have developed a close bond with Jonathan and his team and particularly Paul Bannister. A number of pensions held by Mike were successfully consolidated and an effective SIPP was developed for myself, and almost 10 years since drawdown began, the fund is worth more than at inception. A highly successful personalised investment strategy has been developed which has resulted in effective wealth creation in difficult times.

The beauty of working with Taylor Money is that it is a non-affiliated wealth manager with people who have the time to listen, advise and support clients through complex financial choices. The client is at the heart of everything they do and consequently we have referred a number of our friends to them for their expertise and financial advice. They come highly recommended.

It goes without saying that Mike and I value our longstanding relationship with Jonathan and Paul. You can’t put a price on that!"

Sue and Mike
Retired Mechanical Engineer and Retired Executive Director, Buckinghamshire