About Taylor James Financial Services
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 NOT REGULATE BUY TO LET MORTGAGES
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
If you would like a free initial, no obligation review of your finances or if you require advice regarding a specific matter, please feel free to contact us, by either clicking on the contact us link, or by telephoning on 0203 859 3320.
