Taylor Money Wealth Management
Financial Services • 
Falmouth, England, United Kingdom • 11-20 Employees
Company overview
| Headquarters | Marina House, North Parade, Falmouth, Cornwall TR11 2TF, GB |
| Phone number | +441326210131 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Retirement Planning, Inheritance Tax Planning, Investment Management, Wealth Planning, Generational Wealth Planning, Tax And Trust Planning, Accruing Wealth |
| Founded | 1989 |
| Employees | 11-20 |
| Socials |
Key Contacts at Taylor Money Wealth Management
Freya Randall-Money
Director Of Operations
Jonty Brooks
Managing Director & Wealth Manager
Taylor Money Wealth Management Email Formats
Taylor Money Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@taylormoney.com), used 56.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@taylormoney.com | 56.2% |
{first name} | john@taylormoney.com | 43.8% |
About Taylor Money Wealth Management
Taylor Money Wealth Management An asset for life Taylor Money Wealth Management is a family-owned business that provides a bespoke service for high-net-worth individuals looking for a long-term wealth management relationship. Since Taylor Money was founded in 1989, the business has been built on the foundation of providing clients with exceptional service and truly independent advice. Working closely with our clients, we get to know where they are now and where they want to be in the future, and help implement a plan to get them there. We place people at the heart of our business, not only our clients but also our team. 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. Whilst we are based in Falmouth, Cornwall, we also have a serviced office in Chancery Lane, London, for meetings.
Taylor Money Wealth Management revenue & valuation
| Annual revenue | $1,112,215 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Taylor Money Wealth Management has 6 employees across 4 departments.
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Number of employees
Funding Data
Taylor Money Wealth Management has never raised funding before.
Taylor Money Wealth Management Tech Stack
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