Jonty Brooks
Jonty joined Taylor Money in 2017 and is the Managing Director. Alongside his management position, Jonty also works as a wealth manager advising individuals and families on how to structure and invest their wealth.
Beginning his wealth management career as an investment analyst at City Asset Management in London, Jonty initially joined Taylor Money to head up the investment team.
In 2019, having completed the Chartered Institute of Insurance Diploma in Financial Planning, he began to look after and advise clients. After a year as part of the management team, in 2021 Jonty became a director and in July 2023 took on the role as managing director.
Jonty's qualifications:
CII Level 3 Certificate in Mortgage Advice – June 2023
CII Level 4 Certificate in Discretionary Investment Management – April 2019
CII Level 4 Diploma in Regulated Financial Planning – March 2019
CFA UK Level 4 Certificate in Investment Management – July 2016
Client testimonials:
"Having both been working for over 35 years and building up pensions and savings in various different schemes, we decided to amalgamate our funds and through my long friendship with Jonathan Money we decided to move all of our pensions and savings to Taylor Money. This was a big change for us but one we don't regret.
It turned out that the first year was not quite what we had hoped for due to world markets, wars and coming out of Covid. Nevertheless markets have picked up and we have been pleased with the results. Moving from a very busy working life to semi-retirement comes as quite a change. We have both felt extremely happy with the way that Jonty has helped us navigate our way forward and handled our accounts. We value the personal approach and the depth of knowledge to use our funds in the most tax efficient manner. We would recommend Taylor Money to other clients."
Mr & Mrs C
Semi-Retired, Devon and Cornwall
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"I was looking for the support of a wealth management firm that would support me holistically with my portfolio of assets, with careful consideration of my circumstances, my family and my future aspirations. A firm that wasn't looking to 'sell' me products, a firm that genuinely got to understand me and my family, and took away the burden of managing my portfolio and other affairs to do with money. I carefully compared Taylor Money and one other firm (a larger city-based firm) and having met with Jonty a number of times to discuss things in detail, I decided to go with Taylor Money, and I am so pleased to say I have absolutely no regrets about my decision.
Other than the ethos of the firm, the reason I went with Taylor Money was Jonty. He interacts with myself and my family with a genuine interest in our current and future financial affairs. He has taken the time to get to know us and I can say that I have developed great trust in him. I found it very easy to connect with him. He deals with us as if we are his most important clients, and I am sure he leaves that impression with all of his clients. His support, advice and responsiveness is excellent. In terms of the financial outcomes, to date, the performance of the management has been very strong, which I am very pleased with. Having everything in one place, with the support of a firm that is looking at it for me regularly, holistically, and speaking to me about ideas for further growth, to help me achieve my post-retirement objectives, a firm that deals directly with my accountants - Taylor Money has taken away the burden I was carrying for years of managing everything myself whilst living a very busy lifestyle. I have already recommended Taylor Money to others who have also engaged the firm to manage their affairs. That is a sign of the high regard in which I hold Taylor Money.
Mr M Ali
Management Consultancy, London
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“As a trustee of a company pension fund, I was well aware of the necessity of appointing a good financial adviser when it came for me to make decisions about my pension. Taylor Money was recommended to me as they are well respected locally, but also have clients all over the UK. They provide an excellent service whether that be on pension transfers, investment advice, valuations, appetite for risk or tax advice.”
Mr S Munro
Former CEO, Essex/Cornwall
