Taylor Money
Taylor Money Wealth Management offers a service for high-net-worth individuals seeking a long-term wealth management relationship. They focus on understanding clients' financial situations to provide financial advice.
- Client support and care
- Tailored financial advice
- Wealth management services
Locations
Competitors
W.T.
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Caenstone Mortgage Advisors provides expert mortgage advice tailored to individual needs, helping clients save money on their mortgage deals.
Company Details
Taylor Money is operated by Taylor Money Limited and is a Active company incorporated on 27 November 1997 with the registered office located in Falmouth, Cornwall. Taylor Money Limited was registered 27 years ago.
Status
Active
Size
Micro
Directors
6
Age
27 years old
Employees
22
Turnover
Unreported
Total Assets
£755.51K
Cash in Bank
£204.87K
Total Liabilities
-£376.68K
Teams
13
8
2
5
Managing Director & Wealth Manager • Joined Jul 2023
Chartered Indepedent Financial Adviser • Joined Jun 2013
Wealth Manager • Joined Feb 2013
Director Of Operations • Joined Jul 2023
Financial Administrator • Joined Oct 2024
Data Analyst • Joined Jun 2021
Investment Analyst • Joined Sep 2019
Client Services Administrator
Debt Adviser
Marketing • Joined Sep 2018
Wealth Manager • Joined Feb 2013
Financial Administrator • Joined Oct 2024
Investment Analyst • Joined Sep 2019
Debt Adviser
Chartered Indepedent Financial Adviser • Joined Jun 2013
Trainee Paraplanner • Joined Sep 2023
Trainee Paraplanner • Joined Sep 2023
Paraplanner • Joined Jan 2022
Financial Administrator • Joined Oct 2024
Client Services Administrator
Managing Director & Wealth Manager • Joined Jul 2023
Wealth Manager And Director • Joined Jun 2013
Director Of Operations • Joined Jul 2023
Data Analyst • Joined Jun 2021
Marketing • Joined Sep 2018
View 13 members