What we think

Our insights and ideas on managing money and understanding the markets.

Investment Strategies To Stick With

Within the investment world there is much debate about what the best investment strategy is. There are many layers to this debate depending on the type of investments involved. Even looking at an asset class such as equities, there are lots of potential strategies all...

SmartMoney July/August 2019

Please click on the link below for the Taylor Money Smart Money newsletter. July August 2019 Smart Money Newsletter

Staff And Office Developments

Jonathan started Taylor Money in 1989 with a view to providing clients with exceptional service and honest, truly independent advice.  One of the ways in which he has achieved this is by keeping the business small, with advice tailored to each individual client, and...

Smart Money May/June 2019

Please click on the link below for the Taylor Money Smart Money newsletter. May June 2019 Smart Money Newsletter

Taylor Money Cinema Night

It was an evening of extreme viewing as Taylor Money hosted a cinema night and screened "Free Solo", an Oscar winning documentary following solo free climber Alex Honnold. Clients, colleagues, professional contacts and friends gathered at The Poly in Falmouth for a...

Look After The Pennies…

This time of year is particularly busy in the world of financial advice as we focus on maximising planning opportunities before the end of the tax year. This planning can often involve significant investment especially when you consider that a couple maximising their...

Smart Money March/April 2019

Please click on the link below for the Taylor Money Smart Money newsletter. March April 2019 Smart Money Newsletter

Supporting Apprenticeships

It’s National Apprenticeship Week (4th – 8th March 2019) and we asked Tamsyn Jose, who we introduced to our team in September 2018, how she got into an Apprenticeship here and why she'd recommend Apprenticeships to others. She said: “I started by looking online on the...

Market Movements – January 2019

This time last year equity markets were reaching new all-time highs and the mood was bullish. For those that can remember, this was also around the peak of the Bitcoin bubble with the price around $14,000.   Fast forward to now, and most equity markets are down c.10%...

Smart Money Jan/Feb 2019

Please click on the link below for the Taylor Money Smart Money newsletter. January February 2019 Smart Money Newsletter

Published : If Money Could Buy You Time…

Senior Paraplanner and Head of Compliance, Sharon Bray, explains how we look beyond the individual component of financial advice to deliver a total solution that can help our clients achieve their dreams.  As seen in Professional Paraplanner Magazine. We often forget...

Supporting St Petroc’s Society

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...

Developing Emerging Leaders – the Key to Freedom

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,...

How Company Pension Contributions Can “Pay Dividends”

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...

Smart Money Nov/Dec 2018

Please click on the link below for the Taylor Money Smart Money newsletter. Taylor Money Smart Money Newsletter Nov.Dec

Business Seminar With Andy McCreadie

DEVELOPING EMERGING LEADERS - THE KEY TO FREEDOM Taylor Money are hosting a free seminar at the National Maritime Museum on Thursday 15th November 2018.  If you are a business owner or leader then it may very well be of interest to you. Guest speaker Andy McCreadie,...

Market Movements – October 2018

By the end of last week almost all equity markets finished lower than they started, some significantly so. When this happens, it is natural to want to understand the reason or cause. Has the output of the global economy significantly changed? What about unemployment...

TM Charitable Donations

Clients and professional connections will know that for many years now we have made a charitable donation each December as an alternative to sending out Christmas cards. In addition we have also supported major disasters around the world, whether it is a major natural...

Has the Easy Money Been Made?

It’s clear that the longer this bull market carries on the more investors will worry about the next downturn or correction. These worries are usually accompanied with big headline predictions about what will happen, when it will happen and why it will happen. As we’ve...

Smart Money Sept/Oct 2018

Please click on the link below for the Taylor Money Smart Money newsletter. September October Smart Money Newsletter

Our Brand New Look

We are delighted to have recently revealed our new brand identity with a launch party at Taylor Money HQ! Over the past year we have been working away behind the scenes, appointing local branding and design studio, Sames + Littlejohns, to redevelop our branding and...

Bonds and Rising Rates

We are starting to see signs that the Bank of England (BoE) and European Central Bank (ECB) might attempt to raise interest rates following years of accommodative monetary policy. In the US, the Federal Reserve (Fed) has been raising rates slowly since 2015 including...

Reaching for Yield

“More money has been lost reaching for yield than at the point of a gun.” Raymond DeVoe Jr, Wall Street Analyst Since the Financial Crisis, global monetary policy has driven interest rates lower forcing the price of other income-generating assets higher. This has in...