About Taylor James Financial Services
Taylor James Financial Services were established in 2012 and are based in Croydon, Surrey, although we also have a London office where we can meet our City based clients.
Our clients are a mixture of private individuals, trusts and companies, who understand the importance of seeking specialist advice, tailored for their own individual circumstances, for all of their financial planning needs.
Since we were formed, our continued growth and success has been based on two core principles; integrity and professionalism.These principles are then coupled with a creative approach to financial planning and a belief in providing a bespoke client service.
We take great pride in offering excellent levels of customer service, with the emphasis on building long-term relationships with our clients, and we have dedicated and skilled advisers and para-planners that work closely together to achieve this, assisted by our state of the art computer systems.
Our advisers hold the QCF Level 4 Diploma qualifications in Financial Planning, as well as the industry standard CeMAP qualification for mortgage advice and the CfRE qualification in respect of specialist Equity Release advice.
We undertake regular training and examinations on all facets of financial planning to ensure that our knowledge of both products, and regulation, remain completely up-to-date.
Our areas of speciality and expertise include:
- Mortgages (including Purchases, Remortgages and Buy to Let)
- Equity Release and Lifetime mortgages
- Pensions
- Retirement Planning
- Wealth Management
- Investment Portfolio Reviews
- Protection (Life Assurance, Critical Illness cover, Income Protection)
- Estate and Inheritance Tax Planning
For a free, no obligation review of your finances or if you require advice regarding a specific matter, please get in touch.
Call us: 0203 859 3320
Email: info@taylorjamesfs.co.uk
Please note:
- The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
- Estate planning and tax planning is not regulated by the Financial Conduct Authority.
- Your home may be repossessed if you do not keep up repayments on your mortgage.
- The Financial Conduct Authority do no regulate buy to let mortgages.
- We charge a typical fee of £395 for mortgage arrangement.
Our team
Toby Keate
Director & Financial Adviser
Toby has over 20 years’ experience within the Financial Services industry, and has been a qualified and practising financial adviser for over a decade.
Emma Keate
Client Services Manager
Emma is our Client Services manager, responsible for ensuring that all of our clients enjoy the highest levels of customer service at each and every step of their journey.
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.
