Taurus Wealth Management Ltd - Worcester

Okay, here’s a comprehensive overview of Taurus Wealth Management Ltd, presented in a formal and approachable style, designed to be helpful to potential clients:

Taurus Wealth Management Ltd: A Trusted Financial Partner

Taurus Wealth Management Ltd is a highly regarded financial planning and financial consulting firm based in Worcester, United Kingdom. They provide bespoke, comprehensive financial solutions tailored to individual client needs and circumstances. The company operates with a commitment to building long-term relationships founded on trust, transparency, and a deep understanding of their clients' financial goals.

Location and Contact Information

Taurus Wealth Management Ltd is strategically located at Address: Sansome Lodge, 4 Sansome Walk, Worcester WR1 1LH, United Kingdom. Clients can easily reach them via telephone at Phone: 1905930680. For more detailed information, including services offered and frequently asked questions, visitors can explore their website at Website: tauruswealth.co.uk.

Specializations and Services

The firm specializes in a range of financial services, including but not limited to:
Estate Planning: This includes the preparation and updating of Wills, ensuring a smooth transition of assets.
Trusts: They assist clients in establishing trusts to protect assets and provide for future generations.
Power of Attorney (POA): Guidance on setting up POAs to ensure continued control over financial affairs.
Retirement Planning: Strategies to help clients achieve their retirement goals.
* Investment Management: Personalized investment strategies to align with individual risk tolerance and objectives.

Points of Interest & Accessibility

Taurus Wealth Management Ltd prioritizes client comfort and accessibility. They offer wheelchair accessible parking and wheelchair accessible restrooms. Please note that an appointment is required to schedule a consultation. The facility also includes standard restroom facilities.

Client Feedback & Reputation

Taurus Wealth Management Ltd maintains a strong reputation within the Worcester area, as evidenced by the 11 reviews on Google My Business. The average opinion received is an impressive 4.9/5, reflecting consistent client satisfaction. It’s clear that clients value the firm's expertise and commitment to providing a thorough and reassuring service. The feedback suggests a deep understanding of complex financial matters and a dedication to guiding clients through these processes with clarity and care.

Key Features & Values

Several factors contribute to Taurus Wealth Management Ltd’s success. Their team possesses a high level of expertise, demonstrated by the complexity of financial planning tasks undertaken – from estate administration to the creation of sophisticated trusts. The firm’s consistent positive feedback highlights a strong focus on client relationships, delivering comprehensive solutions and offering peace of mind.

Recommendation

For individuals and families seeking a reliable and experienced financial planner and financial consultant, Taurus Wealth Management Ltd is an excellent choice. We highly recommend exploring their website at tauruswealth.co.uk to schedule a consultation and discuss your specific financial needs. Don’t hesitate to contact them directly via phone at 1905930680 to begin building a secure and prosperous future.

👍 Reviews of Taurus Wealth Management Ltd

Maz

5/5

Returned today to see Stewart to pick up our amended Wills. A complete and comprehensive transaction as always. Thank you Stewart. We have used this Company before and are very pleased with all of our transactions. We also did our POA's with him and most importantly we set up a Trust to protect our assets and give us peace of mind that our children would benefit in the future.
Great company and very happy to recommend them.

Dawn H.

5/5

Great professional service - as financial advisors they are very knowledgeable about their industry. Stewart never rushed me into anything but took time to get to know me and listen to what I hoped to achieve before giving advice to suit my needs. Fantastic team, would thoroughly recommend.

Ann W.

5/5

Stewart, Max and George have been absolutely brilliant helping me sort out all the paperwork that I had to deal with after losing my husband. They showed such compassion and nothing has been too much trouble. I would definitely recommend this company.

Richard G.

5/5

Very good personable service from Stuart Watkins and the team at Taurus Wealth.
Professional company with a relaxed, friendly approach.
Will certainly be recommending to family and friends.
Many thanks,
Richard

Sandy B.

5/5

I've had several meetings with Stuart Watkins and the team at Taurus Wealth who've really taken the time to assess my current position and priorities.

They provide a range of Protection and Investment services and take the time to explain the options without any pressure.

If you're looking for help with Wills, Pensions, Investments or Life Insurance I highly recommend reaching our to Taurus Wealth.

Ena V.

5/5

Saw Stuart last week to complete my power of attorney. Prompt and professional service
Thank you

Jane H.

4/5

Recently visited the offices for financial advice from Rob North. Comprehensive assessment and advice given regardless of whether we pursue or not. Definitely no hint of pressure. A bonus was also getting advice from Stewart Watkins, partner in the firm, in relation to the financial implications for our wills. Great anticapatory guidance and advice, answered the questions we didn't know we needed to ask!

Carol N.

5/5

We dealt with Stewart today and found him very friendly and helpful sorting out Lasting Power of Attorney for us.
Thank you Stewart