What do we do?
At Taylor James Financial Services, we do more than offer financial advice—we create tailored solutions that empower you to achieve your dreams. Based in Croydon and founded in 2009, our business thrives on relationships, not transactions. Built on the values of trust, transparency, and unwavering customer service, we take the time to truly understand your financial goals and walk alongside you every step of the way.
Whether you're securing the perfect mortgage, planning for retirement with a pension, growing your wealth through investments, or protecting your family's future with comprehensive insurance policies, we offer expert advice designed to fit your unique needs.
As a family-run business led by Toby and Emma Keate, we understand the importance of long-term partnerships. Our approach combines expert guidance with a personal touch, making every interaction about you and your future.
Why Choose Us?
- Tailored Advice: No cookie-cutter solutions here! Every recommendation is customised to suit your individual needs and aspirations.
- Comprehensive Services: From mortgages to pensions, investments to protection policies, we’ve got every aspect of your financial journey covered.
- Family Values: As a family-founded business, we treat you like part of ours—building trust, understanding, and genuine connections.
- Experience You Can Count On: Over the last 15 years, we’ve helped countless clients secure brighter financial futures.
- Exceptional Service: Your goals are our priority, and we won’t rest until we help you achieve them.
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: contact@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.
Who are we
Toby Keate
Director & Financial Adviser
Toby is the financial mastermind behind Taylor James Financial Services. With over 20 years of experience in the Financial Services industry, he’s been a qualified and practising financial adviser for more than 15 years.
Emma Keate
Client Services Manager
Emma is the organizational powerhouse behind Taylor James Financial Services, ensuring that every client enjoys a seamless and supportive experience.
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.
Want to ask our experts a question?
When it comes to financial matters, no question is too small. Get in touch and let us help you find the answers you need.