Taylor Money Ltd

Independent Financial Adviser Marina House, North Parade, Falmouth, Cornwall, TR11 2TF
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
16th September 2019
Financial planning and investment management made wonderfully simple, so you can concentrate on the things that matter most.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group protection
    • Long term care
Meet our advisers
Philip Feast
Independent Financial Adviser
Accreditations
Chartered Financial Planner
Paul Bannister
Independent Financial Adviser
Accreditations
Chartered Financial Planner
Jonathan Money
Independent Financial Adviser
Where to find us

Marina House, North Parade, Falmouth, Cornwall, TR11 2TF

Make an enquiry
About us

At Taylor Money, we help people create wonderfully simple and efficient plans to manage their wealth.

But it's not just about money. It's about what your money can help you achieve. Peace of mind. Flexibility. Security. Adventures. Freedom.

It's why we invest our time and energy into genuinely understanding what you need your money to do for you, both now and in the future - so you can protect and provide for the things that matter most.

We're with you for the long haul. We'll help you navigate life's next chapter and the big decisions, or fulfil your five-year plans and your lifelong ambitions. And if your priorities change, or life throws you a curveball, we'll be on hand to help you change tack.

We're here to help you make good decisions with your money. Whether you want to increase your income, grow your capital, plan for retirement, consolidate your assets, or pass your wealth on to the next generation, your money should work hard for you. We're here to help make sure that it does.

Our services

Founded in 1989, the business has been built on the foundation of providing our clients with exceptional service and honest, truly independent advice.

Over the years, we've continued to put people at the heart of everything we do - our clients, our team and our wider network too. Today, we look after many successful people, helping them manage their personal wealth as well as their business investments, and we're incredibly proud that almost all of our clients come to us through recommendations.

We take our responsibility very seriously and would be delighted for you to get in touch.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Compliance

Taylor Money Ltd is authorised and regulated by the Financial Conduct Authority.

FCA registration number: 583300
Registration number: 03472368.

Similar advisers near you

Independent Financial Adviser 0.77 mi
As a business our principle aim is to protect, maintain or improve our clients' financial wellbeing in an ever-changing world.
 
Independent Financial Adviser 1.24 mi
Professional straight talking advice from a local and approachable practice.
 
Independent Financial Adviser 1.76 mi
A strong reputation built on providing excellent advice and service in the local area for the last 18 years.
 
Independent Financial Adviser 6.58 mi
FT Adviser Editor: “It is the value of honesty, integrity and empathy which have given Worldwide Financial Planning the edge"