Expert insurance services for your family’s peace of mind and long-term financial security.
Honest and trusted pension and investment advice designed to meet your financial aims.
Personalised and comprehensive financial planning services to unlock your best future.
Welcome to Taylor James Financial Services
At Taylor James Financial Services, we believe in offering more than just financial advice—we provide a personal, tailored service designed around you, your hopes and your aspirations.
We specialise in helping clients navigate the complexities of mortgages, pensions, investments, and protection policies with clarity and confidence.
Unlike larger firms, where clients can feel like just another number, Taylor James Financial Services offers you a truly personalised service. We work closely with each client to create bespoke financial solutions that fit their unique needs and goals.
From setting achievable goals to implementing them and then maintaining them, we will provide you with clear and actionable advice at every step of your journey.
Call us:0203 859 3320
Equity release services
We offer a wide range of equity release services to homeowners aged 55 and above. Whether you need to release equity in your home to consolidate debt, pay for renovations, or fund a new property investment, we can help.
We understand that there are many options and plans to choose from, and it can be confusing trying to decide which one is the right fit. That’s why our team of experienced, professional financial advisers will guide you through every step of the equity release process.
When you work with us at Taylor James Financial Services, we’ll thoroughly evaluate your finances and help you decide whether or not equity release is a good choice for you, your family, and your future.
Retirement planning services
Do you have concerns about your finances and whether you have enough money saved to fund your retirement? Do you need help preparing for the future?
We are here to assist with all your retirement planning needs. We will work with you to evaluate your finances, set clear retirement goals, and create a wise investment and savings plan that sets you and your loved ones up for long-term success.
We know how important financial freedom and independence are to both current and future retirees, and we’re eager to assist with your planning and give you peace of mind.
Latest blog stories
Learn more about mortgages, investments, insurance and more in our latest articles. Our team provide up-to-date information on the industry’s most discussed finance topics and answer your common questions.
Other stories
Online booking
Schedule a consultation with us today to discuss any of our services. Click the link below to secure your appointment now.
FAQs
We work with people from all walks of life — from first-time buyers to those remortgaging, moving home, or planning for retirement. Our focus is always on providing clear, personal advice that makes financial decisions simpler and helps you feel confident about the future.
Yes! We are fully qualified and authorised to provide financial advice. At Taylor James Financial Services, we pride ourselves on maintaining the highest professional standards, and undertake extensive ongoing training and Continuing Personal Development to ensure our clients always receive the best possible guidance.
Most clients find it easiest to book a consultation through our online booking system, which you’ll find above. Once booked, you’ll receive an email confirmation of your appointment. If you’d prefer, you can also arrange a consultation by calling us on 0203 859 3320 or emailing contact@taylorjamesfs.co.uk.
