About Taylor James Financial Services
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 husband-and-wife 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 customized 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: 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 is the financial mastermind behind Taylor James. With over 20 years of experience in the Financial Services industry, he’s been a qualified and practising financial adviser for more than a decade.
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 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.
