Professional Partnerships

Professional Partnerships

Accountants, Solicitors and Financial Advisers – working together we can build, manage and protect our clients and their families.

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.

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.

**** 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.

Copyright Taurus Wealth. All Rights Reserved.