Team News and Office Updates

by | Sep 26, 2023 | Office News | 0 comments

At 18 members, the team at Taylor Money is the biggest it has ever been!  In order to continue to provide quality advice and service, we continually monitor the development of the company, and have recently expanded our paraplanning team.

The paraplanners work with the advisors to research and prepare reports and evaluate the risks involved.  Neil Woodward, Sophie Tomlin and Mark Bannister will now be joined by our two trainees, Amber Weetch and Shannon Waters.

Previously part of the Client Services team, Amber and Shannon will be working to train as paraplanners for the next 18 months, and will also be trainers to Cleo Veness and Charlie Ward, to prepare them to take over supporting Philip Feast and Paul Bannister in the not-too-distant future.

If you would like to put faces to names, please visit our Who We Are page.

Photo (By Toby Weller) L-R : Shannon Waters, Amber Weetch, Neil Woodward, Sophie Tomlin and Mark Bannister  

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