Made-to-measure financial strategies
Our sole purpose at Taylor Money is to help you protect and grow your wealth so you can do the things that matter most.
What matters to you?
Setting yourself up for the future?
Doing the things you’ve been dreaming of?
Having less to worry about?
Protecting yourself and your loved ones?
Whatever your priorities are, we invest our time and energy into genuinely understanding what you need your money to do for you, both now and in the future.
A refreshing approach to managing your wealth.
Your money should work hard for you.
We’ll help you make sure that it does.
- We combine diligent financial planning and disciplined investment management to create you a focused yet simple financial game plan.
- We’re totally independent – we’ll only ever recommend something because it is the right fit for your needs.
- If you could benefit from specialist advice, we’ll tell you, and can introduce you to the best solicitors, accountants and consultants we know.
- And as you’d expect, effective tax planning runs through everything we do.
We do the legwork (so you don’t have to)
- We monitor, research and analyse; your assets, the markets, economies, opportunities and legislation. And tell you what you need to know with straightforward, plain-English commentary and independent advice.
- Pain-free paperwork – We absorb as much paperwork and admin as we can.
- You stay in control – we make sure you fully understand your options and only act with your express approval, including you in every decision along the way.
With you for life
- For quick questions, life’s unexpected twists and everything in between – we’re here whenever you need us, at the end of the phone, on email, on FaceTime or in real life.
- We know that choosing the best people to protect and grow your wealth is no small task. So we promise we’ll do everything in our power to give you exactly what you need to make smart decisions with your money. Now, in the future, and for the next generation.