Multi-Generation Families

Individual Clients

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.

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.

***** 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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