1997
Our journey begins
Our Principal Investor, B.D., joined the US firm Edward Jones Investments and qualified as a Series 7 Financial Advisor.
2002
Move to the United Kingdom
BD and Michelle moved to England with Edward Jones as they expanded into the UK, and Bart qualified in the UK as a Financial Advisor.
2009
Going solo
Edward Jones Investments sold their practice and left the UK to focus on the North American market. Bart decided to set up AMP (Acquire Manage and Protect) Wealth with another former Edward Jones colleague, Rob North.
2012
AMP becomes Taurus
AMP Wealth Management changed its name to Taurus Wealth Developments.
2013
The team grows
With the addition of our Financial Client Services Executive, Sonia Santana-Muñoz, the team began to grow in order to support increased demand from our clients.
"Our work is all about firmly putting our clients and their needs at the centre of everything we do, and keeping our focus on their finances working towards their goals."
Sonia Santana-Muñoz
2019
Temple Row is born
The principle advisors at Taurus Wealth Developments agreed to divide the business and form two companies. Taurus Wealth Management found a new home in Worcester and Temple Row Wealth Management began at The Colmore Building in Birmingham.
Also, our team continued to expand with the addition of Julie Williams.
2022
Fighting Through
After fighting our way though keeping clients calm during covid and the Ukranian conflict, Sonia returned to Spain and Julie found her dream job at school.
2023
Temple Row Financial
Temple Row Wealth Management becomes Temple Row Financial and B.D. joins the management team of Mirador Wealth as Director of Growth. Financial advisers James Kniveton, Tim Cox and Dan Simmons joining. Excellent administrative team.
Interested?
Find out more about the range of Wealth Management services we can offer you.