Business Owners

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.

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.

Why Taurus?

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

Contact Us

Taurus Wealth Management
Sansome Lodge
4 Sansome Walk,

01905 930680


Professional Advisor 2016 Finalist

Taurus Wealth Management 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 Management Ltd, Sansome Lodge. 4 Sansome Walk,Worcester, WR1 1LH Registered Company No. 12013404.

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