enjoy, protect & pass on your wealth
Taurus Wealth Management is a firm of financial advisors in Worcester. We offer a wide range of services to help individuals and businesses manage their wealth and achieve their financial goals.
Welcome to Taurus Wealth Management, your trusted partner in financial growth
Based in the historic city of Worcester, Taurus Wealth Management is a leading financial advisory firm dedicated to helping individuals and businesses achieve their financial goals.
With many years of experience in the financial services industry, we pride ourselves on offering bespoke wealth management solutions tailored to each client’s unique needs and aspirations.
Pensions
We are here to guide you through the complex world of pension planning, ensuring you're well-prepared for a comfortable retirement.
Saving & Investments
Our comprehensive approach to investment planning combines thorough analysis, strategic thinking, and personalised solutions.
Inheritance Tax
Our advisors are experts in the complexities of inheritance tax and can help you navigate this area of financial planning.
Wills & Power of Attorney
Our comprehensive service ensures that your wishes are respected and your affairs are managed according to your preferences.
Protection
We believe that a robust financial plan includes safeguarding your financial future against unforeseen circumstances.
Long Term Care
Our long-term care planning services are designed to help you prepare for the possibility of needing extended care in later life
Upcoming Events
There are currently no upcoming events.
Experience the difference at Taurus Wealth Management
At Taurus Wealth Management, we believe in building long-term relationships with our clients, founded on trust, transparency, and results. Our team of highly qualified financial advisors combines in-depth market knowledge with cutting-edge analytical tools to provide you with sound financial guidance and personalised investment strategies.
Our Clients
Multi-Generation Families
Acquiring the full picture to help make focused decisions Managing your finances to meet your current and future needs Protecting you and your family for complete peace of mind.
Business Owners
Acquiring the maximum benefit from your business profits Managing financial plans so you can focus on your business Protecting your assets and safeguarding your exit strategy.
Professional Adviser
Acquiring more reasons to retain your existing clients Managing communication for enhanced client experiences Protecting your key relationships and your bottom line.
Trusted wealth management tailored to you
We understand that wealth management is about more than just numbers. It’s about securing your future, realising your dreams, and leaving a lasting legacy. That’s why we take the time to understand your individual circumstances, risk tolerance, and long-term objectives before crafting a comprehensive financial plan.
As an independent firm, we’re not tied to any particular products or providers. This allows us to offer truly impartial advice and select the best financial solutions from across the market to meet your needs.
Our Team
At the heart of Taurus Wealth Management is our team of experienced and qualified financial advisors. Our professionals come from diverse backgrounds in finance, accounting, and economics, bringing a wealth of knowledge and expertise to serve our clients.
With over 25 years of combined experience in the financial services industry, our Worcester-based advisors have the knowledge and expertise to guide you through every stage of your financial journey.
Client Testimonials
Enjoy, protect and pass on your wealth
Whether you’re planning for retirement, looking to grow your investment portfolio, or seeking to protect and transfer your wealth to the next generation, Taurus Wealth Management is here to guide you every step of the way.
Contact us today to schedule a complimentary consultation and take the first step towards a more secure financial future.