Two Aberdeen-based financial advisors have teamed up to start a new business.
Martin Welsh and Kieran Taylor founded Welsh & Taylor Wealth (WTW) to challenge traditional notions of financial planning with a new approach.
Operating independently under the umbrella of St James’s Place Wealth Management (SJPWM), the founding duo plans to help clients improve their financial well-being with a “comprehensive” wealth management service.
The company has also created two new jobs, with Emma Murison and Maddie Stephen joining the small team as Finance Coordinator and Practice Coordinator, respectively.
WTM started with 250 customers and a long-term vision of “growing the business and improving financial wellbeing across the region”.
Mr. Welsh said, “This is a really exciting time for us as we combine our knowledge and experience.
“We look forward to continuing the relationships we have built with our existing customers and inspiring individuals and business owners to look confidently into their financial futures.”
Mr. Taylor added, “We also want to help people understand that wealth can be built from early on in their careers to contemplating retirement.
“Investing in financial knowledge and the support of a professional can be a daunting prospect. However, we strive to eliminate the jargon and overwhelming nature often associated with financial advice. “
Both co-founders began their careers in financial consulting after graduating from St.
Mr. Welsh, 29, earned a degree in mechanical engineering from the Open University and has worked in a variety of professions in the oil and gas industry. He also now holds a Diploma in Financial Planning and a Certificate in Mortgage Advisory from the Chartered Insurance Institute (CII), as well as being accredited by the International Register of Certified Auditors.
He joined SJPWM during the oil and gas downturn and subsequently became a financial advisor at Gary Walker Wealth Management (GWWM), based in Aberdeen.
Mr. Taylor, 27, is a former Mackie Academy, Stonehaven student who joined SJPWM in October 2016 and now has a long list of CII licenses and certifications that
a variety of financial services.
He later also became a financial advisor at GWWM, a senior partner practice of St. James’s Place Wealth Management.
WTW was founded in August 2019 and is registered at 6-7 Queen’s Terrace, Aberdeen.