Managing partners, business owners and families depend on Taurus Wealth to free them to enjoy the benefits their wealth brings.
Bart, or B. D., as he's known to clients and friends (the two being far from mutually exclusive), has over twelve years experience in the financial services industry on both sides of the pond. Having started and established successful businesses in both Tacoma, Washington and Birmingham, West Midlands, B.D. has been trusted by over 1,500 people to manage their financial futures and goals.
Recently recognised as one of the top networkers in Birmingham, receiving the "Connected Award" presented by Switched On.biz , B.D. believes that working with his clients to either save them money or create more business enhances his role as a professional adviser. Gordon Gekko in the movie Wall Street said "The most valuable commodity I know of is information." B.D. feels the more information he can filter through for his clients/friends the more time and effort he can save them.
A former Worcester Royal Grammar pupil, his initial career was spent in business development within Royal Mail, but from 2004-2009 he was an award-winning member of a leading multinational financial services business and is particularly proud of winning the firm's Customer Service Excellence award.
It's an ethos that he continues to this day with Taurus Wealth Management ensuring that meeting the individual needs of clients drives his business goals.
Michelle is fully qualified with a Bachelor of Business Administration, Marketing degree from the University of Alaska Anchorage, and is a practicing member of the Chartered Institute of Marketing. She actively works with the team to ensure our communications with you are clear, concise and jargon-free.
Acquiring the full picture to help make focused decisions
Taurus Wealth Developments Offices
