Toby Keate
Director & Financial Adviser
CeMAP, DipFA, CeRER
Toby is the financial mastermind behind Taylor James. With over 20 years of experience in the Financial Services industry, he’s been a qualified and practising financial adviser for more than a decade. Holding the Level 4 Diploma in Financial Planning, alongside CeMAP and CeRER qualifications, he has been a qualified and practising financial adviser for more than 15 years.
Toby specializes in working with clients who have complex income streams, such as professional contractors, LLP partners, self-employed individuals, and those receiving high bonuses or commission payments. His ability to craft tailored solutions makes him an invaluable partner in navigating life’s biggest financial decisions.
Married to Emma, they have two children: Taylor, after whom the company is named, and Ella, who is eagerly waiting for her own namesake company.
In his downtime, Toby enjoys cooking—having previously trained as a chef and even cooking for a senior member of the Royal family and a British Prime Minister. He has recently rediscovered a love of golf after a 20 year break, as his new sporting challenge having previously been heavily involved in youth football for a number of years, managing, coaching and running a number of teams in the Croydon area.
Toby is available to meet clients at our London or Croydon offices, at their homes or workplaces, over a coffee or online via video link.
FAQs
We work with people from all walks of life — from first-time buyers to those remortgaging, moving home, or planning for retirement. Our focus is always on providing clear, personal advice that makes financial decisions simpler and helps you feel confident about the future.
Yes! We are fully qualified and authorised to provide financial advice. At Taylor James Financial Services, we pride ourselves on maintaining the highest professional standards, and undertake extensive ongoing training and Continuing Personal Development to ensure our clients always receive the best possible guidance.
Most clients find it easiest to book a consultation through our online booking system, which you’ll find above. Once booked, you’ll receive an email confirmation of your appointment. If you’d prefer, you can also arrange a consultation by calling us on 0203 859 3320 or emailing contact@taylorjamesfs.co.uk.
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