Introducers
Taylor James Financial Services are privileged to work with a number of professional connections, and are always looking to forge commercially beneficial relationships with the following parties: -
Estate Agents
Accountants
Solicitors
Barristers
Insolvency Practitioners
Personal Bankers
Property Developers
When dealing with Taylor James Financial Services, you have our assurance that your clients will receive the highest level of customer care and personal service.
We provide all of our introducer’s weekly reports on the status of their referrals so they can be certain that they are being dealt with in the manner you would expect.
We also pay generous levels of commission on any referred business, plus on any subsequent business arising from either that client, or their onward referrals.
We operate a no-cross sale guarantee, and will never “step on anyone’s toes”.
We are happy provide full references from existing introducers upon request.
Call us today for a no obligation chat about planning your financial future.
Call: 0203 859 3320
Email: contact@taylorjamesfs.co.uk
FAQs
Yes, we provide all of our financial advice and brokering services with the utmost confidentiality. Moreover, we protect your personal data to the highest standards. You can be sure of a professional service when you choose Taylor James.
Yes, our team have worked with High-Net-Worth Individuals on many occasions. This includes working for sportspeople, fund managers, barristers, medical professionals, investment bankers and other HNWIs.
Yes, our website lists the most common services provided, however we have team members who specialise in other and more niche areas of financial planning and advice. Do not hesitate to enquire about services that may not be listed online.
We are a long-standing financial advice provider first established in 2012. Our team are carefully selected based on their experiences and accreditations. All advisers use a client-centric approach that puts the individual at the heart of every decision to offer a truly bespoke service.
FAQs
Yes, we provide all of our financial advice and brokering services with the utmost confidentiality. Moreover, we protect your personal data to the highest standards. You can be sure of a professional service when you choose Taylor James.
Yes, our team have worked with High-Net-Worth Individuals on many occasions. This includes working for sportspeople, fund managers, barristers, medical professionals, investment bankers and other HNWIs.
Yes, our website lists the most common services provided, however we have team members who specialise in other and more niche areas of financial planning and advice. Do not hesitate to enquire about services that may not be listed online.
We are a long-standing financial advice provider first established in 2012. Our team are carefully selected based on their experiences and accreditations. All advisers use a client-centric approach that puts the individual at the heart of every decision to offer a truly bespoke service.