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Other Areas of Expertise

    • 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.

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    • 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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    • 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.

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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.

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    • 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.

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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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    • 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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    • 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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    • 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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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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