Taylor Money Wealth Management has been providing bespoke advice to individuals, families and business owners for over 35 years. Managing Director Jonty Brooks reflects on the firm’s values, its approach to wealth management, and how they support clients as their personal wealth and business lives evolve.
Nine years ago, I swapped London for Cornwall and joined Taylor Money, founded by my father‑in‑law, Jonathan Money. The move allowed me to continue my investment career, but within a firm and a county that felt far more aligned with how I wanted to live and work.
Since taking over as Managing Director in June 2024, my focus has been on looking after what our clients value most, while continuing to build and develop the company.
As a boutique family‑owned firm, we understand the close link between business success and generating personal wealth. Careful wealth management plays an important role in protecting and sustaining that wealth over time.
Above all, I believe good advice starts with understanding the whole picture; not just finances, but the values, ambitions and concerns behind them. When done well, wealth management should simplify life, freeing clients to focus on their goals, families, and the future they want to build.
WHO WE ARE
Founded in Falmouth in 1989, Taylor Money has grown to advise on £350 million of client assets across Cornwall, London, and beyond.
While our reach has expanded, our approach remains deliberately personal. By working with a select number of clients, our service stays truly bespoke, high-touch, and built around long-term relationships rather than scale.
I am fortunate to work alongside a fantastic team, including fellow directors Philip Feast, Freya Randall-Money and Paul Bannister, who form the leadership team. With a combined average age of under 40, we are committed to developing the business for the long-term, while staying true to the principles on which it was built.
OUR INDEPENDENCE
Remaining family owned has enabled us to stay aligned to our ethos and remain genuinely independent. With no external shareholders or ties to specific providers, our advice is driven solely by our clients’ best interests, and we can use the full marketplace when shaping solutions. That independence underpins the longstanding relationships we have built, with many clients trusting us for decades.
We are also proud to be Chartered Financial Planners, an accreditation that reflects high technical standards, ethical practice, and a commitment to ongoing professional development.
WHAT WE DO
Bringing together detailed financial planning with in‑house investment management ensures each client’s plan aligns with how their capital is invested.
Financial planning provides the structure; cashflow modelling, effective use of allowances, and tax‑efficient structuring. It brings clarity around what we are trying to achieve, so the investment approach that follows is purposeful and properly aligned.
Our disciplined investment process underpins our strategies and portfolios. Managing investments in‑house gives us the autonomy to act in our clients’ best interests and remain focused on long‑term growth in line with a client’s wider planning.
HOW WE WORK WITH BUSINESS OWNERS
Cornwall’s business community is vibrant, resilient and diverse, and supporting business owners has long been central to our work. Many entrepreneurs come to us at defining moments, when personal and business finances become closely intertwined.
We often focus on:
• Owners preparing for an exit or sale, structuring proceeds tax efficiently and planning for life after the transaction
• Family business owners, where business and personal wealth must be considered together, often across generations
• Owners extracting personal wealth efficiently, with planning around pensions, income, dividends, investments and long-term capital strategy
• Key person and shareholder protection to help safeguard value, leadership and stability
Because we are independent and privately owned ourselves, many owners feel we understand their world.
OUR APPROACH
Every client works closely with a dedicated wealth manager who is supported by the wider team. Clients always know who to turn to, and receive advice that is personal, consistent, and delivered when it matters.
Over time, I have learned that the most effective advice is rarely about one decision in isolation. It is about building a relationship that gives clients confidence in their thinking, clarity around their options, and reassurance as circumstances change. That is the partnership we aim to offer.
If you are thinking about what might come next for your business or personal wealth, then please do get in touch, we would be delighted to have a conversation about how we can help.
