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.

  • Thanks Toby for all your help on getting our first house!

    Rupesh Nayee

  • Equity Release organised by Toby was quick and efficient, ensuring all financial and legal details were fully understood thus helping us make this important decision. We would certainly recommend this company.

    Paul Dennison

  • Taylor James did my mortgage for me, when my bank had turned me down because they wouldn't lend on a high Rise block of flats… I approached another high street lender only to be turned down again… Taylor James was recommended to me & not only did they get me a great rate with another high street bank but they got the Offer out within 5 working days… Great rate and a stressless exercise… I couldn’t be more happier.

    Aneta Hoffman

  • I was hesitant when asked to recommend Toby fearing that I would lose my trusted advisor. However, I have learnt over the years that to get the best back from the world, I have to give my best away.
    Would I recommend him? Absolutely! Toby is one of my most trusted advisors, he is the man that I go to for all my investment advice for the execution of my property strategies. If he doesn't know it, he'll find out himself or find the person who knows. Reliable, trustworthy, resourceful and the ability to predict what I need and most importantly carry them out are all the traits that I value in my advisor.

    Aswin R

  • Toby has been nothing but amazing. We have worked with him for many years and he has always come through with the perfect solution for us. I cannot recommend him enough.

    Marc van Moorsel

  • We have had the pleasure of securing a mortgage and life insurance through TJFS. The speed in response and efficiency in dealing with our queries has been exceptional.

    We have introduced our local Tennis and Football Clubs to Toby and we are confident that any future clients will be more than satisfied.

    Once again, a massive thank you from the Dickson family.

    Darren Dickson

  • Warren at Taylor James has been fantastic. My partner and I have had a very lengthy and complicated process of purchasing a property and Taylor James been very supportive. Not only have they adapted to every change, they have also been very accessible and easy to contact. We are really pleased with the outcome offered, and have appreciated the advice and guidance at every step of the way.
    We would definitely recommend Taylor James.

    Anastasia Vinnikova

  • Toby is a very professional Financial advisor. He has great product knowledge and did a really good job of sorting out our Mortgage and Life Insurance. Highly recommended.

    T J

Our Team

Find out more about our professional and experienced team - who they are, how they can help you and how you can contact them.

  • Our Team
    Toby Keate Dip FA
    Financial Adviser
    read more
  • Our Team
    Sash Redi
    Protection Specialist
    read more
  • Our Team
    Steve Down
    Wills and Asset Protection Specialist
    read more
  • Our Team
    Erick Dodd
    Mortgage and Buildings Insurance Adviser
    read more
  • Our Team
    Dana Pierre
    Office Manager
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