• 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.

Professional Partnerships

Professional Partnerships

Where can I find reliable, personable financial professionals who will serve my clients as well as I do?

Right here.

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.

With client recruitment and retention becoming increasingly competitive for many accountancy and legal practices, 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 professional partnership.

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
ISAs/PEPs
Capital Investment Bonds
Gilts
Life and Critical Illness Insurance
Discounted Gift Trusts
Systematic Investing
Asset Allocation tools
Investing For Income

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.

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

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