Strategic Insight Advisors

Taurus Wealth Management Ltd - Worcester

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: Sansome Lodge, 4 Sansome Walk, Worcester WR1 1LH, United Kingdom.
Phone: 1905930680.
Website: tauruswealth.co.uk
Specialties: Financial planner, Financial consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet, Appointment required.
Opinions: This company has 11 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Taurus Wealth Management Ltd

Taurus Wealth Management Ltd Sansome Lodge, 4 Sansome Walk, Worcester WR1 1LH, United Kingdom

☎️1905930680

⏰ Open Hours of Taurus Wealth Management Ltd

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

Overview of Taurus Wealth Management Ltd

Located at Sansome Lodge, 4 Sansome Walk, Worcester WR1 1LH, United Kingdom, Taurus Wealth Management Ltd stands as a reputable financial advisory firm specialized in providing comprehensive financial planning and consultancy services. With a phone number of 1905930680, potential clients can easily reach out for personalized financial advice and solutions tailored to their specific needs.

Facilities and Accessibility

For those visiting the office, Taurus Wealth Management Ltd offers a wheelchair-accessible car park and facilities, ensuring comfort and convenience for all visitors, including those with mobility issues. The office also has a wheelchair-accessible toilet and additional amenities for comfort during longer visits.

Specialties and Services

The firm prides itself on its expertise in financial planning and financial consulting. Clients can expect meticulous services from financial planners and consultants who are dedicated to helping them secure their financial futures. Whether it's writing amendments to wills, setting up powers of attorney (POA), or establishing trusts for asset protection, Taurus Wealth Management Ltd offers a suite of services designed to meet diverse financial needs.

Client Experience and Reviews

Clients of Taurus Wealth Management Ltd have consistently praised the company, with an impressive average opinion of 4.9/5 based on 11 reviews on Google My Business. Feedback highlights the thoroughness and professionalism of their services, with many expressing satisfaction over previous dealings and appreciation for the peace of mind their services provide, especially through the establishment of trusts for future generations.

Individuals considering engaging with Taurus Wealth Management Ltd should be assured of the firm's commitment to excellence and client satisfaction. The office's accessibility features, combined with its stellar reputation, make it a top choice for those seeking reliable financial advice and management.

Getting in Touch

For those interested in learning more or scheduling a consultation, visit their website at tauruswealth.co.uk.

Here, potential clients can find detailed information about the services offered, as well as the opportunity to get in touch directly with the team at Taurus Wealth Management Ltd. Whether you're looking to plan your financial future, amend important documents, or establish a trust, their team is ready to assist you with professionalism and care.

👍 Reviews of Taurus Wealth Management Ltd

Taurus Wealth Management Ltd - Worcester
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.

Taurus Wealth Management Ltd - Worcester
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.

Taurus Wealth Management Ltd - Worcester
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

Taurus Wealth Management Ltd - Worcester
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.

Taurus Wealth Management Ltd - Worcester
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.

Taurus Wealth Management Ltd - Worcester
Ena V.
5/5

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

Taurus Wealth Management Ltd - Worcester
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!

Taurus Wealth Management Ltd - Worcester
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

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