Wealth Creation
Wealth Preservation
Income Generation

Balanced, Income and Growth Portfolios
Single or multiple asset classes
UK and International markets

Absolute Return Portfolios
Combining the traditional and the alternative

Taylor Young offers a wide range of approaches to investment management and prides itself on providing bespoke solutions to meet individual client needs. Broadly speaking our approaches can be categorised as follows:

  • Defensive
    This service style is defined as an absolute return approach. The primary objective is not to lose any capital over the course of a calendar year. The secondary objective is to beat the return on cash.


  • Income
    The rationale of this objective is to manage the blend of a long-term capital preservation strategy whilst generating an above average level of income.


  • Balanced
    The objective from this approach is to produce a balanced combination of both capital growth and income over the long term.


  • Growth
    Under this category the primary objective is that of long-term capital growth.


  • Opportunistic
    This approach is for investors seeking a high level of growth. While the potential for higher returns can be good the investments are higher risk.



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Above all, it is our job to look after our client in a way that helps them to feel comfortable