Our Clients
Where can I find reliable, personal financial advice on savings and investments that meets my individual requirements? Right here.
In many aspects of our lives we rely on experienced professionals to help us do the things we can’t, or to help us get better at the things we can. Doctors and nutritionists help us improve our physical health and wellbeing. Trainers and coaches help us get fitter and better at sports. Mentors and advisers help focus our energies on achieving what we want professionally and personally.
Our approach at Taurus Wealth is just the same. We’re experienced and expert professionals you can rely on to help manage your finances and wealth more efficiently and effectively. Our personal and tailored approach is built up around the individual needs of individual clients.
Unlike some other firms, we don’t consider the personal touch and face-to-face meetings to have had their day. In our experience, clients appreciate dealing with the same personal wealth manager who takes the time to get to know them and build a strong partnership. Clients like the fact that they can visit our offices and love the fact that we are more than happy to meet them at their home or office. Our clients would prefer to deal with real people in real offices who are as committed to the local community as they are.
So if you’re looking for some good old fashioned values of service, combined with a contemporary expertise in savings, investments, financial advice and planning, then you’ve come to the right place.
Multi-Generation Families
Where can I find reliable, personal financial advice on savings, investments and protection that meets my individual requirements? Right here.
At Taurus Wealth our starting point is clear: what do you need to achieve? Whether you’re saving for the future, wanting to fund your children, or grandchildren, through school or university, worried about maintaining a lifestyle standard in retirement or concerned about how to protect your wealth for your family’s benefit, we can help.
Once we have identified your needs, we can design a bespoke investment portfolio and strategy that maintains long-term financial goals and is flexible enough to cope with short-term needs.
Contact Taurus Wealth today and give yourself one less thing to worry about.
Business Owners
If you want to work for the rest of your life, that’s your business. If you don’t, that’s ours.
At Taurus Wealth our starting point is clear: how can your business work harder for you? There can be nothing more rewarding, and nothing quite as challenging, as running your own business. As business owners as well, the partners at Taurus Wealth understand many of the issues you are struggling with because we have faced them too.
Our wealth managers will ensure that we give you the bigger picture when it comes to your business, even if at times if feels as if you can’t see the wood for the trees. We’ll help develop an investment strategy that meets the needs of your business, your employees and of course you and your family both now and in the future. We’ll help protect your business so that it can still operate even when key personnel are unable to work.
Running a business is challenging enough so contact Taurus Wealth today and give yourself one less thing to worry about.
Professional Partnerships
Accountants, Solicitors and Financial Advisers – working together we can build, manage and protect our clients and their families.
Taurus Wealth was established with one core vision – deliver a better client experience. It’s a core driver of our business strategy to build up effective and mutually beneficial strategic partnerships with local legal and accountancy practices in order that we deliver that for your clients and our own.
Some of the financial advice that solicitors and accountants used to be able to give to their clients ended with the Financial Services and Markets Act in 2000. By developing a partnership approach, we can help your practices offer an enhanced client experience by providing advice on private investments, business investments as well as helping you deliver fully comprehensive Trust and Probate services and of course referring our clients to you.
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.