Celebrating 35 years of Taylor Money

When Taylor Money was founded in 1989 by my father, Jonathan Money, I was just 2 years old. Some of my earliest memories of Taylor Money are waking up to the sound of my father dictating letters in his office located in our family home. Clearly, his dedication and passion for the business were evident to me even then, and as I grew up alongside the company, I developed a great respect for his work ethic and the relationship he built with his clients. Taylor Money has always been a part of my life, so when the opportunity presented itself, and with Dad’s encouragement, I joined the business eight years ago.

When I joined Taylor Money, I took the time to understand the inner workings of the business and how each department functions. Early on, it became clear that I could add value by managing business operations, allowing my father and the other wealth managers to focus entirely on our clients. Over the years, I have enjoyed shaping my role, and now, as Director of Operations, I oversee accounts, HR, marketing, and the day-to-day running of the office. My goal is to ensure our team is fully supported so they can provide the best possible service to our clients.

For much of his career, I doubt my dad could imagine a time when his life would not revolve around Taylor Money. However, I am very proud to have helped form, and be part of, Taylor Money’s new leadership team, which has allowed Dad to gradually step back from the day-to-day operations. Today, he is able to focus on enjoying life and what he loves most, caring for clients, while the team, including Jonty, Philip, Paul and myself, take the business forward.

As Anne M. Mulcahy, former CEO of Xerox once said, “One of the things we often miss in succession planning is that it should be gradual and thoughtful, with lots of sharing of information and knowledge and perspective, so that it is almost a non-event when it happens”.

This quote perfectly reflects the approach we have taken over the past decade to ensure a smooth transition of leadership at Taylor Money. Our goal has always been to make these changes feel natural and seamless. By maintaining our focus on providing great advice and excellent service, we have ensured that the high standards our clients expect remain, even as our leadership evolves.

Friday the 12th of July was a celebration of this as we had the honour of marking 35 incredible years of Taylor Money with over 100 of our clients overlooking Falmouth Harbour. It was a delight to see so many people join us to celebrate, and it really was an unforgettable evening filled with laughter, reminiscing, and connecting with both long-time friends and new faces.

Looking ahead, Taylor Money is stronger than ever. With dedicated leadership, four family members actively involved in the business, and a driven team working hard for clients, we are all very excited for what the next 35 years will bring.

Here’s to 35 more years of success, growth, and delivering exceptional service to our clients.

Written by Freya Randall-Money