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    Toby Keate CeMAP CeRER DipFA

    Financial Adviser

    Toby has over 17 years’ experience within the Financial Services industry, and has been a qualified and practising financial adviser for the last 10 years.

    He holds the Level 4 Diploma in Financial Planning, as well as CeMAP and CeRER qualifications required to advise on mortgages and equity release.

    Toby covers all areas of financial planning, including Mortgages, Pensions,...

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Client Testimonials

  • As well as using them for my own financial planning needs, I have also referred a number of my clients through to Taylor James Financial Services, as I believe that they consistently deliver on their promises, and really seem to go the extra mile to ensure that their clients are looked in a professional manner. Furthermore, they have demonstrated a knowledge and expertise of their chosen fields, which fills me with utmost confidence that my clients will not be let down. I would not hesitate to continue to refer business to them.

    M.Y. PFA Licenced Football Agent, UK

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