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 specialised 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 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.
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.
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
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.
FAQs
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.
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.
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.
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 contact@taylorjamesfs.co.uk.
