Premier Wealth Management based in Birmingham, UK

Our story

The Temple Row Story

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.

Interested?

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