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0203 859 3320

Welcome to Taylor James Financial Services. Professional Financial Advisers and Mortgage Brokers, based in Croydon, Surrey.

THE VALUE OF PENSIONS AND INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

We’re financial advisers and mortgage brokers based in Croydon. Our practice covers all areas of financial planning, allowing us to recommend the investment product that is most suitable for your requirements, helping us to stay totally committed to providing professional financial solutions.

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 0203 859 3320 or complete our short enquiry form by clicking on the form button below and we'll be pleased to help you.

Being based in Croydon, South London we have a wealth of experience with people from all backgrounds. That’s how you know our highly experienced financial advisers and mortgage brokers will offer you bespoke advice specifically tailored to your exact needs and circumstances.

GENERAL ENQUIRY FORM

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  • Newsletter

    View the latest edition of our newsletter by clicking the link below.

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  • Contractors

    Taylor James are very focussed on servicing the needs of Professional Contractors, whether they work in Banking & Finance,...

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  • Sportspeople

    Taylor James has a number of years experience in providing bespoke financial advice to Professional Sports Men and Women.

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Our Areas Of Expertise

    • Mortgages

      Your mortgage is probably the largest financial transaction and commitment you are likely to undertake. Surely then you should seek mortgage advice which is individually tailored to your needs and requirements...
      Your home may be repossessed if you do not keep up repayments on your mortgage.
      We charge a typical fee of £395 for mortgage arrangement.

      ...

      Read more
    • Equity Release

      If you're over the age of 55, equity release offers you a way to use the value of your home to raise money. You probably have other ideas - there is no restriction on how you use the funds...
      Equity Release is a lifetime mortgage or home reversion scheme. To understand the features and risks, ask for a personalised illustration.
      We charge a typical fee of £995 for equity release arrangement.

      ...

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    • Life Insurance

      The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you. These people could include family members or business partners...

      ...

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    • Health Insurance

      Health Insurance is probably one of the most important types of insurance you can own. Without it, an illness or accident can have serious long-term financial implications for you and your family...

      ...

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    • General Insurance

      This is an area of financial planning that is often overlooked. Traditionally, we have our buildings and contents insurance with our mortgage lenders, which may be uncompetitive in a very competitive marketplace. It may also...

      ...

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    • Wealth Management

      Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks...
      The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

      ...

      Read more
    • Financial Planning

      Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future, shor...

      ...

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    • Pensions

      When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance or windfall.
      The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

      ...

      Read more
    • Savings & Investments

      Often, people save for a specific reason and it's usually the safest way to build up a pot of money. It’s less risky than investing, but it offers limited growth. The most you'll earn on the money you save is the...
      The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

      ...

      Read more
    • Taxation

      Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die. Taxation can be very complicated and the rules, reliefs and allowances...
      Tax planning is not regulated by the Financial Conduct Authority.

      ...

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    • Business Insurance

      All businesses are exposed to risks in their day-to-day operations. Without insurance cover to provide protection against some of these risks, businesses would find it difficult to operate efficiently and profitably...

      ...

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