Portfolio Management For The Discerning Investor

History

Taylor Portfolio Management

Jonathan Money founded Taylor Money in 1989. Over the next two and a half decades Jonathan built the business solely on the back of providing an excellent level of service to clients and forging strong relationships with both accountants and solicitors. These relationships have resulted in numerous referrals over the years not only from our professional connections but from our existing clients as well. As a result we look after many successful individuals and business owners, whether directors or partners, around the country helping them manage their own personal wealth as well as their business investments.

Jonathan’s focus has always been to run Taylor Money with the utmost honesty and integrity and, although the business has grown significantly, it is still those principles which are central to the way we endeavour to look after our clients today. Furthermore we remain truly independent and are able to offer without bias a full range of investment solutions.

In 2013 the Taylor Money team was further strengthened by the addition of Philip Feast and Paul Bannister – two highly professional and qualified advisers who are focused on driving the business forward. This aligns with our long-term commitment to continue looking after our clients for many years to come.

As the business goes from strength to strength our main aim is to ensure that we look after clients as well in the future as we have always done in the past. We want to remain a successful, forward-thinking firm who can deliver the highest level of personal service to clients ensuring that they meet their financial objectives.

" We strive to build relationships which will last for many years
as well as for many generations to come. "

Our Services

Financial Planning

At Taylor Money we have always used tried and tested financial planning techniques to help clients increase their income, manage their capital gains and reduce their inheritance tax liability wherever possible.

As part of this we often utilise valuable wrappers such as ISAs, trusts, onshore and offshore bonds as well as pensions to ensure clients make the most of the tax breaks available to them. In addition we keep a close eye on the latest changes in legislation and alter our best practices where necessary.

Central to this is ensuring accumulated wealth is either enjoyed or passed efficiently from one generation to the next.

Portfolio Management

For more than twenty-five years we have created and managed bespoke investment portfolios for our clients in accordance with their individual objectives, circumstances and agreed attitude to risk.

As many of our clients are highly qualified professionals and business owners we choose to operate on an advisory basis only. This means our clients always agree to any changes we may wish to make. Put another way, clients are involved with every decision along their investment journey.

 

Investment Platform

More recently we have taken the opportunity to develop the Taylor Money Investment Platform. Through our website clients will have access to their investment portfolios as well as via an app for use on smart phones and tablets. This means clients can have instant access to their portfolio values, asset allocation, fund holdings and performance data.

Contact Us

Telephone: ++44 (0) 1326 210131
Email: jonathan@taylormoney.com
Fax: ++44 (0) 1326 219519
Marina House, North Parade, Falmouth
Cornwall, TR11 2TF