Our story

Temple Row Financial

The Temple Row Story


Our journey begins

Our Principal Investor, B.D., joined the US firm Edward Jones Investments and qualified as a Series 7 Financial Advisor.


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.


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.


AMP becomes Taurus

AMP Wealth Management changed its name to Taurus Wealth Developments.


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


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.


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.


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.


Find out more about the range of Wealth Management services we can offer you.