The Temple Row Story
Our journey begins
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.
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
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."
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.
Find out more about the range of Wealth Management services we can offer you.