Taylor Money Ltd

For more than 25 years Taylor Money has provided a comprehensive financial planning service to our clients. We have always used tried and tested methods to help clients maximise their income, manage capital gains, plan for retirement and reduce any potential inheritance tax liability.

We also specialise in creating and managing bespoke investment portfolios in accordance with each client’s objectives, circumstances and agreed attitude to investment risk. We pride ourselves on providing an outstanding level of service and remain truly independent with access to a full range of investment solutions.

Our clients are involved with every decision made along their investment journey. Continuously keeping an astute eye on the ever-changing economic landscape and legislation, we are able to guide and advise our clients on the best financial strategy to ensure their portfolios achieve the desired long-term results.

More recently we have developed the Taylor Money Investment Platform. Through our website clients can access their investment portfolios and on-the-go via a mobile app, giving them instant access to their current portfolio values, asset allocation, fund holdings and performance data.