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. With a background in accounts, Emma brings a meticulous eye for detail and a natural aptitude for managing complex processes, skills that perfectly complement her role as Client Services Manager. Her expertise ensures that every step of your financial journey is handled with precision and care, making the experience as stress-free as possible.
Outside of work, Emma enjoys staying active with countryside walks and keeping fit. She also loves a night out dancing or attending musicals and also helps as a chaperone at a local children's dance group.
Emma has a deep passion for travel, with The Maldives being the most breathtaking place she has visited. However, her favourite adventure so far was her and Toby taking the children to meet the real Father Christmas in Lapland—a magical experience that reflects her love for creating unforgettable moments with her family.
Whether she’s managing client relationships or keeping everything running smoothly behind the scenes, Emma’s dedication and expertise are at the heart of Taylor James Financial Services.
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.
