Meet the team

Stewart Watkins, Wealth Manager

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 Adviser. 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 Metal Detecting amongst other hobbies.

Robert North, Senior Wealth Manager, Head of Private Clients

Robert North

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.

This ethos of working hard to live your dream continues to this day with Taurus Wealth Management, ensuring that meeting the individual needs and goals of the clients guides the business model.

Outside work Rob enjoys spending time with his growing family (including two new grandchildren), long rides on his Yamaha motorcycle, and experiencing the finer things in life such as delicious meals and beautiful holidays.

Maxine Green, Client Services Executive

Maxine Green

Maxine has worked with Rob since the days of Edward Jones, starting as a Branch Office Administrator and developing into the role of Client Services Executive.

Maxine is the first person you are likely to talk with on the Taurus Wealth team as she handles the primary client communication, monthly client reviews and updates, operational tasks and invoicing.

She moved into the financial services industry 9 years ago following management roles in both the automotive and IT sectors.

In her free time Maxine enjoys being active with her family and friends, walking, cycling and raising money for charity.

Contact Us

Taurus Wealth Management
Sansome Lodge
4 Sansome Walk,
Worcester
WR1 1LH

Tel
01905 930680

Email
contactus@tauruswealth.co.uk

Professional Advisor 2016 Finalist

Disclaimer
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