Our insights and ideas
We regularly post articles on a range of relevant topics. From wealth planning to market movements and company news, our aim is to share our teams’ extensive knowledge and thought leadership.

Sam joined Taylor Money in September 2019, about 10 days after handing in his Masters Dissertation.
He graduated with a Masters in Finance and Investment from Exeter University in 2019, and with First Class Honours in Economics and Finance from Swansea University in 2018.
Sam has since completed all three levels of the Chartered Financial Analyst (CFA) programme. This qualification demonstrates Sam’s competence and knowledge within investment analysis and portfolio management.
He is an integral part of the investment team; researching, monitoring, evolving,communicating and implementing Taylor Money’s investment strategy.
Please click here to find out more about Sam.
Chartered Financial Analyst (CFA) designation, November 2025
CFA Level 3, August 2025
CFA Level 2,May 2023
CFA Level 1, August 2021
We regularly post articles on a range of relevant topics. From wealth planning to market movements and company news, our aim is to share our teams’ extensive knowledge and thought leadership.
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