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Committed to your financial future

It is important to structure your finances to give you a comfortable retirement without compromising on the way you live. With our expertise, we can get you on track to realising your goals.

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Investing in your retirement

Our advisers provide you with independent and easy-to-understand advice and guidance on your retirement investment options and how to best manage them.

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Meeting your needs

Pensions are not the only way to save for your retirement. A retirement plan is about looking to the future, determining what you want and then taking action to achieve those goals.

This entails managing your current assets, calculating expenses and implementing a savings plan. At Taylor James Financial Services, our pension advisers can help you clarify your goals both now and in the future to help ensure you're prepared for life after work.

Lifestyle dreams

We can help ensure you live the lifestyle you want without running short of money.

Bespoke planning

We build fulfilling retirement plans for our clients, whether they want to retire fully, enjoy retirement or not retire at all.

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Start planning today

While retirement planning may not be on the top of everyone's agenda, we believe it is never too early to start to plan for your future financial independence.

With more time on your side, you'll have more options and be able to achieve more specific outcomes when you are no longer drawing a salary.

Call us:0203 859 3320

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Navigating the retirement planning maze

Today, there is a dizzying array of financial products to choose from and options to invest. Finding a clear path to success can be akin to navigating a complex maze without any directions.

This is where we come in. The financial planning experts at Taylor James Financial Services will help guide you through the entire planning process.

Our retirement and pension advisers are based in Croydon and help clients in the surrounding areas, including West Wickham, Beckenham, Warlingham, Westerham, Woldingham, Caterham, Oxted, Banstead, Coulsdon, and Purley.

We'll work closely with you to establish your goals and then devise the most effective plan to get there. Together we'll find the pension solutions for achieving the retirement you want.

Call us:0203 859 3320

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Call us on: 0203 859 3320 or send us a message

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Col Hazel - Toby - Pensions

My experience with Taylor James Financial Servies has been excellent since the outset. I contacted them for pensions advice, and was booked in for an introductory appointment without any hassle. Toby explained and clarified all my pension queries better than my employers and the pension company staff themselves ever did - and this is no exaggeration. I left the meeting with a clearer understanding of what I am entitled to at retirement age, and how the separate investment pots work. I am very grateful for their time and advice - definitely planning to contact them for other financial queries/advice going forward.
Col Hazel

FAQs

How much will you need to retire in the UK?

Although the UK state pension should theoretically provide enough money for a comfortable retirement, this isn’t always the case. The exact amount you need to retire will depend on personal factors, primarily the lifestyle you wish to lead during retirement and the age you wish to retire. You may need to consider additional pensions or long-term investments to retire comfortably and / or at a time you prefer.

How do Taylor James advisers recommend pensions and investments?

Our advisers assess your personal situation, individual preferences and retirement goals to recommend different pension or investment options. Our team equips clients with the correct knowledge to make informed decisions. We do not pressure clients into choosing a certain type of pension or investment. Our advisers will always make clients aware of any drawbacks or risks of a pension product or investment option, respectively.

At what age should you get pension and investment advice?

You can get pension and investment advice at any age. We offer our pension and investment advisory services to people of all ages without discrimination. We never judge people for choosing our services at a young or older age and only focus on providing the best possible advice for their situation. Do not hesitate to contact our advisers to get started. 

Is a pension or investment better for retirement?

There are pros and cons of using a pension or investment to fund retirement. These are best discussed with a financial adviser who understands your exact situation and retirement goals. Some retirement planning strategies will include both pensions and investments. The best option depends on the individual, their retirement goals and risk tolerance. 

FAQs

How much will you need to retire in the UK?

Although the UK state pension should theoretically provide enough money for a comfortable retirement, this isn’t always the case. The exact amount you need to retire will depend on personal factors, primarily the lifestyle you wish to lead during retirement and the age you wish to retire. You may need to consider additional pensions or long-term investments to retire comfortably and / or at a time you prefer.

How do Taylor James advisers recommend pensions and investments?

Our advisers assess your personal situation, individual preferences and retirement goals to recommend different pension or investment options. Our team equips clients with the correct knowledge to make informed decisions. We do not pressure clients into choosing a certain type of pension or investment. Our advisers will always make clients aware of any drawbacks or risks of a pension product or investment option, respectively.

At what age should you get pension and investment advice?

You can get pension and investment advice at any age. We offer our pension and investment advisory services to people of all ages without discrimination. We never judge people for choosing our services at a young or older age and only focus on providing the best possible advice for their situation. Do not hesitate to contact our advisers to get started. 

Is a pension or investment better for retirement?

There are pros and cons of using a pension or investment to fund retirement. These are best discussed with a financial adviser who understands your exact situation and retirement goals. Some retirement planning strategies will include both pensions and investments. The best option depends on the individual, their retirement goals and risk tolerance.