Taylor Money Wealth Management jobs and careers

About Taylor Money Wealth Management

Taylor Money Wealth Management An asset for life Taylor Money Wealth Management is a family-owned, boutique financial planning firm based in Falmouth, Cornwall, with a serviced office in Chancery Lane, London. We specialise in bespoke wealth planning and investment management strategies for high-net-worth individuals seeking long-term, relationship-driven advice. Founded in 1989, our firm is built on a foundation of truly independent advice, exceptional client service, and a deep understanding of the complexities of managing significant wealth. As Corporate Chartered Financial Planners, we offer expert guidance in investment management, retirement planning, inheritance tax planning, and estate structuring. We work closely with our clients to understand their current financial position and future aspirations, then build and implement a tailored plan to help them achieve their goals, as tax-efficiently as possible. We place people at the heart of our business, and this includes both our team as well as our clients. We are committed to fostering a culture where every member of our team not only feels valued but thrives. From continuous professional development to flexible working arrangements and a comprehensive list of benefits, we prioritise the holistic well-being of each individual.

Founded in 1989 by Jonathan Money.