Office News
Our insights and ideas on managing money and understanding the markets.
Meet The Team: Jonty Brooks
Name: Jonty Brooks Job Title: Managing Director and Wealth Manager Tell us about your role(s): My role consists of two parts. Firstly, as the Managing Director, I am responsible for the strategic direction of the business and ensuring Taylor Money prospers...
Leadership Change at Taylor Money
Taylor Money Wealth Management, based in Falmouth, will see founder Jonathan Money step down as Managing Director, allowing the four remaining directors to run the business going forwards. From starting the business in 1989, Jonathan has over the last 10 years been...
Volunteer Day at Cornwall Wildlife Trust
On a (thankfully) sunny day in April, we headed to the Cornwall Wildlife Trust Headquarters near Allet, Truro to complete a day of volunteer work. Our task was to help maintain a site called “Ventongimps”, a Site of Special Scientific Interest. The area needs special...
Taylor Money supports “Culture Camp”
St Ives School of Painting run an outreach project for teenagers called “Culture Camp”. It has been our pleasure to be able to support this cause since earlier this year. The “Culture Camp” project gives young people, who are either too ill to go to school or those...
Team News and Office Update
Each year we provide an office update and we thought it would be timely to re-introduce you to the team, and given the kind weather we have been enjoying we took the opportunity to update our team photo. Taylor Money is now a team of 17, and you can familiarise...
Taylor Money’s “Bake for Ukraine” raises £16,000
Here at Taylor Money, we are always looking at ways to support worthy causes, whether close to home or further afield. None more so than the efforts to help those living through the terror of what is happening in Ukraine or those being displaced by the war. Our very...
Meet The Team: Heather Dowrick
Name: Heather Dowrick Job Title: Client Services Team Leader Tell us about what your job entails: My job role is varied but ultimately it is to lead the Client Services team, which currently has 6 members. I manage my team’s workload and allocate work to be completed...
What being Chartered means to clients
Taylor Money Team News and Office Update
With restrictions lifted, we are pleased to let you know that we have welcomed the majority of our team back into the office and working life has returned to relative normality. The coffee machine is on overdrive and it is lovely to have the buzz of office life back....
Meet The Team: Neil Woodward
Name: Neil Woodward Job Title: Paraplanner Tell us about what your job entails: The main part of my job is drafting recommendation reports for the advisers, and the research behind that. It can get quite technical if pension contributions, investment bonds or unusual...
Join Our Team – Paraplanner
Job Title: Paraplanner Hours: Full Time (9am - 5pm Monday to Thursday, 8am - 4pm Friday) Salary: circa £40,000 + bonus and benefits. Negotiable dependent on experience. Location: Taylor Money Ltd, Marina House, North Parade, Falmouth TR11 2TF (flexible or remote...
A Message From MD Jonathan Money
Neither one of us could have predicted how this year was going to pan out and subsequently effect our lives, both at home and work. Prior to lockdown on 23 March we had already made arrangements for how the office would operate if we went into lockdown. All but one...
Coronavirus Update
Given the ever-changing situation regarding Coronavirus, we wanted to provide you with an update of the changes we are making in line with the latest government guidance. For the last few weeks, we have been making plans for our employees to transition to remote...
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...
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...
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...
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...
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...