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Professional financial advisers and mortgage brokers, based in Croydon


Welcome to Taylor James Financial Services

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, and helping us to stay totally committed to providing professional financial solutions. 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.

Equity release, lifetime mortgages & home reversion plans will reduce the value of your estate and can affect your eligibility for means tested benefits.

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 gladly guides 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.

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The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested. Tax treatment varies according to individual circumstances and is subject to change.

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?

Our professional, experienced team members 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 retirees (and soon-to-be retirees), and we’re eager to do whatever we can to assist with your planning and give you peace of mind.

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Latest blog stories

Learn more about mortgages, investments, insurance and more in our latest blog posts. Our team provide up-to-date information on the industry’s most discussed finance topics and answer your common questions.

Other stories

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Buying a house of multiple occupation
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Lifetime mortgages
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Getting protection after a life-changing illness
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Life cover for people with diabetes
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The importance of reviewing your cover
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Using critical Illness Cover (CIC) and Global Treatment to pay for medical services
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Online booking

Schedule a consultation with a Taylor James financial adviser today to discuss any of our services. Click the link below to secure your appointment in our online diary.


Who are Taylor James's clients?

We have accumulated a large client base comprising of private individuals, limited companies and trusts. Our services are available to everyone without discrimination. All clients will receive bespoke and tailored advice relevant to their situation and needs. All entities are welcome to contact us and find out how our friendly team can assist. 

What are Taylor James speciality financial services?

Our team specialise in an array of financial services, including but not limited to mortgage advice, equity release solutions, pensions and retirement planning, wealth management, investment portfolio reviews, insurance services and estate and inheritance tax planning. However, our team boast specialist skills and experiences to help with other financial matters. Do not hesitate to contact our team if you have a unique requirement.

Are Taylor James advisers fully qualified?

Yes, all Taylor James advisers are fully accredited and qualified to provide our services. They have obtained CeMAP to provide mortgage advice, CfRE to provide equity release advice and QCF Level 4 Diploma in Financial Planning. Some of our team have additional qualifications relevant to their niche expertise in the financial services industry. Clients are always welcome to ask about our team’s accreditations.

How can I book a consultation with Taylor James?

Most clients find it easiest and most convenient to book a consultation through our online booking system which is available above. Once booked, you will receive a confirmation of your appointment via email. Alternatively, prospective clients are also able to book consultations by calling 0203 859 3320 or by sending an email to