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 joined by directors Philip Feast, Paul Bannister, daughter Freya Randall-Money and son-in-law Jonty Brooks.
Jonathan said: “I have spent the best part of my working life building Taylor Money, and I have never felt happier about the business than I am now. We have a great team of 17 staff in place and the business continues to go from strength to strength. However, times have changed since I started and I feel now is the right time for me to stand back and hand over to a younger and more dynamic team of directors .”
Jonathan will still continue to look after his existing clients and will remain on the Investment Committee. He will also take on the role of Chairman.
Jonty Brooks, who will take over as Managing Director from July, said: “Clearly, Jonathan has worked incredibly hard to build Taylor Money over the last 30 years and it is a huge honour and privilege for us to be taking the business forward. Despite the change in leadership, our focus will remain on delivering a high-quality service and great outcomes for our clients for generations to come.”
Photo by Toby Weller : (Left to right) Jonathan Money, Paul Bannister, Freya Randall-Money, Jonty Brooks and Philip Feast