Business Details
Your Trusted Wealth Management Partner in London
Taylor Money is a boutique, family-owned wealth management firm with over 35 years of experience serving high-net-worth individuals. Our fully bespoke service combines wealth planning and investment management to ensure your capital works efficiently for you. We prioritise long-term relationships, offering tailored strategies that align with your financial goals and values. Our dedicated team of wealth managers collaborates with specialists in client services, paraplanning, and investment strategy to deliver comprehensive solutions. Clients benefit from our deep understanding of complex financial landscapes, including tax efficiency and multi-generational wealth preservation.We serve a select group of individuals and families, ensuring a high standard of service and attention to detail. Our expertise extends to business owners, legal and accountancy professionals, and those in private equity and investment banking. With offices in London and Cornwall, we provide accessible yet personalised support to clients across the UK. As an FCA-authorised firm, we adhere to rigorous regulatory standards, maintaining transparency and trust in all our interactions. Our commitment to client education is reflected in regular insights on market trends, wealth planning, and strategic financial decisions.
Services
Wealth Management
Investment Management
Tax Planning
Estate Planning
Retirement Planning
Highlights and features
- We have over 35 years of experience in wealth management for high-net-worth clients.
- Our bespoke service combines wealth planning and investment management tailored to individual needs.
- We work with a select number of clients to maintain exceptional service standards.
- Our team includes FCA-authorised wealth managers with specialist paraplanning support.
- We focus on tax-efficient investment strategies for multi-generational wealth preservation.
Associations and certifications
- Financial Conduct Authority
What people say
Genuine interest
Great trust
High level of service
Tailored solutions
Deep understanding
Services
Wealth Management
Our wealth management service combines strategic financial planning with investment expertise to grow and protect your assets. We create tailored strategies that address tax efficiency, risk management, and long-term goals. Clients benefit from ongoing portfolio reviews and adaptive planning to navigate changing financial landscapes.
Investment Management
We offer customised investment management solutions focused on achieving specific financial objectives. Our approach includes diversified portfolio construction, performance monitoring, and market analysis. Clients receive regular updates on their investments with adjustments made to align with evolving market conditions and personal circumstances.
Tax Planning
Our tax planning service identifies opportunities to minimise tax liabilities while maintaining compliance. We specialise in strategies for high-net-worth individuals, including inheritance tax mitigation and offshore investment structuring. Clients gain confidence through transparent reporting and proactive tax-saving recommendations.
Estate Planning
Estate planning ensures your wealth is distributed according to your wishes while minimising tax implications. We coordinate with legal professionals to create comprehensive succession plans. Clients receive guidance on trusts, wills, and charitable giving strategies to preserve family wealth across generations.
Retirement Planning
Our retirement planning service develops sustainable income strategies for post-retirement life. We assess current assets, projected expenses, and pension options to create realistic timelines. Clients benefit from scenario analysis and adjustments to maintain financial security throughout their retirement years.
People
Paul Bannister
Director & Wealth Manager
Paul Bannister brings extensive wealth management experience to his role, focusing on delivering tailored financial solutions. He specialises in working with high-net-worth individuals to develop long-term investment strategies that align with their personal goals and values.
Jonty Brooks
Managing Director & Wealth Manager
Jonty Brooks leads our wealth management team with a client-centric approach, building strong relationships through active listening and financial expertise. He has particular experience in advising entrepreneurs and professionals on complex financial planning matters.
Philip Feast
Director & Wealth Manager
Philip Feast combines technical knowledge with practical advice to help clients achieve their financial objectives. His focus areas include tax-efficient investing and multi-generational wealth transfer strategies for families and business owners.
Jonathan Money
Founder
As founder of Taylor Money, Jonathan Money established the firm's philosophy of personalised wealth management. With decades of industry experience, he continues to shape our approach to client relationships and strategic financial planning.
Questions
What services does Taylor Money offer?
We provide bespoke wealth management, investment management, tax planning, estate planning, and retirement planning services for high-net-worth individuals.
Who are Taylor Money's typical clients?
Our clients typically include business owners, legal and accountancy professionals, private equity investors, and families with multi-generational wealth exceeding £1 million.
How does Taylor Money approach financial planning?
We combine strategic wealth planning with investment management to create tailored solutions that address both current and future financial needs through regular portfolio reviews.
Are Taylor Money's services regulated?
Yes, we are authorised and regulated by the Financial Conduct Authority under reference number 583300, ensuring compliance with industry standards.
