• Taurus Wealth

    Taurus Wealth

    We believe that wealth is not just the money or the assets... it is the goals, experiences and dreams it fulfils.

  • Individual Investor

    Tools

    Our clients engage with their Wealth Plans through their Road Map, Vision Document and Goals-Based Reports.

  • Professional Partnerships

    Experience

    The Taurus Wealth team use our years in the industry to our clients’ advantage.

  • Investment Style

    Our Clients

    Managing partners, business owners and families depend on Taurus Wealth to free them to enjoy the benefits their wealth brings.

  • Our Philosophy

    Goals-Based

    Your dreams are just dreams unless you turn them into goals, make plans, and share them.

  • Team work

    Team Work

    You look to us to be the central adviser for your wealth; our dialog with your trusted advisers strengthens your relationship with your tax and legal professionals.

Please Note: The content below is produced by Taurus, is for information only and does not constitute advice. The links below are not regulated under the Financial Services Markets Act 2000 and by clicking on the links you will no longer be on this Financial Services Regulated website.

Business Owners

Business Owners

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: 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.

And of course we'll help devise a bespoke long-term strategy so that when the time comes to exit, you’ll be able to get out of the business much more than you put in.

Running a business is challenging enough so contact Taurus Wealth today and give yourself one less thing to worry about.

All Trusted Advisers have Introducers Agreements in place prior to exchanging business.

Highlighted below are the items from our full range of services that Taurus believes would be most relevant to each business owner.

Individual ClientsBusiness OwnersProfessional Partnerships
Commission or Fee based Advice Exit Strategy Plan Probate Valuations
Unit Trusts Group Pensions Financial Reporting Consolidator
Mutual Funds Business Investment accounts Consolidated Tax Vouchers
SIPPs Group Life Cover Trust Services
Pensions Key Man Insurance Client Value Experience*
Estate Planning Tools Buy-Sell Insurance Advisory Boards**
Insurance Calculating tools Offshore investments Practice Connector***
Investment Return Calculators Portfolio Snapshots****
Retirement Planning tools Choice of Fee or Commission based advice
Annuities Stocks and Shares *****
ISAs/PEPs
Capital Investment Bonds
Gilts
Life and Critical Illness Insurance
Discounted Gift Trusts
Systematic Investing
Asset Allocation tools
Investing For Income
Stocks and Shares *****

Any work done between Taurus Wealth and a professional services firm requires an introducers agreement be in place.

* Cross selling program specifically designed for professional practices.

**Value added employee focused benefit that our partners and clients can offer respected employee groups.

*** Network of trusted advisers that we introduce to enhance your offering to clients.

**** Portfolio snapshots is recommended by a stock broker.

***** Whilst we have prior Stockbroker experience we are not now Stockbrokers and we cannot act as your agent in any form of dealing arrangement. Instead we use our past knowledge and experience to offer an intermediary service using a third party Platform service and a researched 'buy and sell' list. This 'buy and sell' list is available to us on a commercial basis from a reputable firm of Stockbrokers. This allows us to provide advice and arrange transactions in relation to shares and debt instruments only. The list is representative of available FTSE 100 equities, Investment Trusts and Debt instruments (such as gilts and corporate bonds). The list excludes smaller and mid-sized company stocks because of their specialist nature and because we believe that they represent an increased exposure to risk that is beyond the risk tolerance of our clients. If you choose to deal without advice either within or outside of the list that we utilise, i.e. on an execution only basis, this will be at your own risk.

****** Trusts and Tax Planning advice are not regulated by the Financial Conduct Authority

The value of units can fall as well as rise, and you may not get back all your original investment

Taurus News

Please Note: The content below is produced by Taurus, is for information only and does not constitute advice. The links below are not regulated under the Financial Services Markets Act 2000 and by clicking on the links you will no longer be on this Financial Services Regulated website.


International Co-opetition

Last weekend, 25 wealth managers from all over the world joined B.D. and Rob in Edinburgh to discuss the industry, the volatile marketplace, and the RDR changes mandated by the FSA.

Taurus Takes Over

Today marks the official name change for our company, from AMP Wealth to Taurus Wealth.

Precision Engineering meets great customer service

Taurus Wealth Management's celebrated one year anniversary a number of our top clients.

The day included a tour of the new XJ factory and a drive out in the new vehicles to a great Pub lunch at the Cricketer.

Citywire

Please Note: The links below are not regulated under the Financial Services Markets Act 2000 and by clicking on the links you will no longer be on this Financial Services Regulated website.

Global Economy

Please Note: The links below are not regulated under the Financial Services Markets Act 2000 and by clicking on the links you will no longer be on this Financial Services Regulated website.

Taurus Wealth

Managing peace of Mind


Disclaimer
Taurus Wealth Developments Ltd. is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority.

This website is aimed at UK Residents only.

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

Registered in England & Wales. Registered Company Address:- Taurus Wealth Developments Ltd, 9 High Street, Harborne, Birmingham, B17 9NT. Registered Company No. 08197741