About Us
About Taurus Wealth Management
Based in Worcester, Taurus Wealth Management has grown to become one of the region’s most trusted independent financial advisory firms.
Our mission is to provide bespoke, comprehensive wealth management solutions that empower our clients to achieve their financial goals and secure their future.
Client-Centric
We put our clients at the center of everything we do. Our advice is always tailored to your unique circumstances, goals, and risk tolerance
Independent
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 solutions from across the market.
Holistic Planning
We believe in looking at the big picture. Our advisors consider all aspects of your financial life to create a cohesive, comprehensive strategy.
Transparency
We believe in clear communication and full disclosure. You’ll always understand our recommendations and the associated costs and risks.
Long-Term Relationships
We aim to be your trusted financial partner for life, adapting our strategies as your circumstances and goals evolve.
Experience the difference at Taurus Wealth Management
When you choose Taurus Wealth Management, you’re not just getting a financial advisor – you’re gaining a dedicated partner in your financial journey.
We promise to:
- Always put your interests first
- Provide clear, jargon-free advice
- Be responsive to your needs and questions
- Regularly review and adjust your financial plan
- Stay at the forefront of financial planning best practices
We invite you to experience the Taurus Wealth Management difference. Let us help you navigate the path to financial success and security.
Meet The Team
A former Worcester Royal Grammar pupil, Rob’s initial career was spent in business development within Royal Mail, improving on his natural ability to listen to people and find relevant, personalised solutions.
From 2004-2009 Rob was an award-winning member of a leading multinational financial services business and is particularly proud of winning the firm’s Customer Service Excellence award. This move into the financial services world fulfilled a much deeper dream of Rob’s: to be financially secure working for himself, in an industry that challenged him but also allowed the freedom of time to pursue his hobbies.
Outside work Rob enjoys spending time with his growing family (including two new grandchildren), long rides on his Triumph motorcycle, and experiencing the finer things in life such as delicious meals and beautiful holidays.
Stewart Watkins
Stewart is Worcestershire born and bred. He grew up with his family in Claines and therefore knows the area really well. He has remained in Worcester and is now happily married with two children of his own.
Stewart’s career started many years ago in 1994 when he trained as a Financial Advisor. Since then Stewart has progressed in experience and knowledge in the Financial Services arena. Stewart has worked for large companies as a Senior Manager, Wealth Planning where he looked after a large area containing the M5 Corridor and Wales with clients predominantly in the high wealth arena. Stewart has specialities within his license to support clients through their Will Writing as well as Estate and Financial planning.
Outside of work Stewart enjoys spending outdoor time with his family and is particularly keen on mountain biking amongst other hobbies.
Maxine has worked with Rob since the days of Edward Jones, starting as a Branch Office Administrator and promoted to the role of Office Manager upon moving to Worcester.
Maxine is the first person you are likely to talk on the Taurus Wealth team as she handles the primary client communication, monthly client reviews and updates, operational tasks and invoicing.
After having 2 children, 15 months apart, Maxine began working at Edward Jones in 2008 and has worked with Rob ever since.
In her free time Maxine enjoys being active with her family and friends, walking her dog Rio, cycling and raising money for charity.
George joined the team in July 2021 after completing his Business Management Degree at the University of Worcester.
George is our Graduate Trainee Paraplanner who works on Review Suitability Letters, Fund Switches Reports and some New Business Suitability Reports. George looks at fund research, insurance quotes, and illustrations amongst other analytical tasks.
In his spare time, George likes to read (with a never-ending list of books he wants to read), spend time with his family and catch up with friends.
Maddie joined us in late November 2023 to carry out work experience for her business diploma course. After completing her time here, we were pleased to welcome her back in February 2024 to start her journey at Taurus Wealth.
She is likely to be the first person to greet you when visiting our offices. She organises Client Reviews, is responsible for providing excellent client service and delivering high quality administrative support.
In her spare time, Maddie enjoys going on country walks, spending time with her close friends and family and scuba diving when she gets the chance.
Want to know what our long-term clients get when working with us?
Call the office and schedule a time to talk with the Taurus Wealth team today.