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Toby Keate DipFA Profile

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, Retirement Planning, Investments and Protection. He also has extensive knowledge and expertise in the Professional Contractor market, which allows him to give advice which is tailored specifically to their often complicated income streams.

In his spare time, Toby likes cooking as a way of unwinding, and actually trained as a chef before entering the world of financial services. One of his claims to fame is that he has cooked food for a senior member of the Royal Family and a British Prime Minister, both of whom lived to tell the tale!

Toby is also a very keen sportsman. Now that he has faced the realisation that his playing days are best described as being behind him, he has moved into coaching, and recently been asked to take over the training and management of a local under 9’s soccer team.

Toby is happy to meet with prospective clients, either in our London or Croydon offices, at their homes or work places, or even over a coffee at a time to suit them.

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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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