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 above all putting people first.

Since then both the client list and Taylor Money staff have steadily built, and a recent rebrand has completed our new look to mark our 30th anniversary.  Our offices at Falmouth Marina are a hive of activity with a team of 13, some that you may speak to on a regular basis, and some that work away in the background.

Instead of a Market Update this month we thought it would be timely to introduce some of these people, and share some of the developments here at Taylor Money.

Staff Updates

Investment Strategist Jonty Brooks has been working to complete the Chartered Insurance Institute (CII) Diploma in Regulated Financial Planning and is now approved by the FCA to advise.  He is undergoing a period of ongoing support to enable him to be signed off in due course, and it will mean that he will be on the “front line” of our adviser panel.

Our Apprentice Tamsyn Jose is now 9 months into a year long apprenticeship.  She is on her way to achieving her level 2 Diploma in Business Administration and has become an extremely valued asset to Taylor Money, supporting the administration department which is now more robust.

Hayley Capps, also part of our administrative team, is now undergoing her paraplanning training.  Whilst her training will take around 18 months, she will be continuing to provide ongoing support to the admin and paraplanning departments.

The latest team member is Jess Money who joined us in September last year and has been assisting with marketing, events and accounts. She has already made her mark by introducing an internal newsletter for staff as well as writing the bimonthly newsletter and developing our advertising.

Office Developments

Since the beginning of this year, in what has seemed like a colossal challenge, we are heading towards finishing the “Paperless Project”.  Where possible, all paperwork has now been transferred online and the removal of filing cabinets in the centre office (rehomed to a charity a few doors away called Turn to Starboard) has meant that we have been able to create two offices for Philip and Paul in what was the boardroom.

We have since acquired some space on the ground floor of the building which acts as a meeting and entertainment space, as well as staff room, which is already proving to be invaluable.

We look forward to welcoming you at our offices, any time you need us.  Still the same friendly welcome, and amazing coffee to boot!

Find out more about us here.