Taylor James Financial Services

Independent Financial Adviser  Taylor James Financial Services, Croydon, Greater london, CR0 2LX
First meeting at adviser's own cost
Bespoke personalised financial advice, from experienced, professional and friendly advisers with appointments carried out at a time to suit you.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Life insurance
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Estate planning
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Taxation planning
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Commercial mortgages
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Response rating
7.0/10
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FCA authorised
Last authorised 28th September 2020
Meet our advisers
Toby Keate
Financial Adviser
Rick Kavanagh
Financial Advisor

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
I have been really happy with the service I have received from Toby. He was recommended by a family member. He has been very helpful, giving comprehensive explanations and quick to respond to emails. I would definitely recommend him to anyone that asked
AC, Surrey
I have used Taylor James now for some 6 years for mortgages, pension advice and more. I have always found them to offer a friendly and personal service. They speak to their clients in plain English, which is a rarity in a market full of jargon, which the layperson will never understand. I would have no hesitation to recommend Taylor James Financial Services to a friend or colleague, as I have on several occasions in the past.
John W, London
Toby has been my broker for some 10yrs now and despite the difficulties faced in the property and mortgage markets over recent years, has never failed to deliver. I wholeheartedly recommend him and his company and indeed have referred him through to many of my own friends and family in that time. JW, Surrey
JW, Surrey
About us

We are a forward thinking, and dynamic financial advisory practice based in Central Croydon.

We pride ourselves on treating all clients in a courteous and professional manner.

Our continued success comes from an appreciation that no two clients are the same and everybody has different needs and aspirations. For this reason, we will always conduct a full fact finding process at the outset to ascertain your exact mortgage requirements.

Only after carrying out this process will we provide you with any advice. By taking this extra time at the beginning you can be assured that any recommendation is fully justified and is tailored to your individual needs and requirements.

Our services

We like to work with our clients on a long term basis, and take pride in seeing their finances grow. We appreciate that different people have different levels of financial awareness and we will always use plain English when dealing with clients, and cut out the unnecessary jargon and technical phrases. We explain things in clear, simple and concise manner, which ensures that you understand fully our recommendations and advice.

It is in all of our interests that our clients have a better understanding of their finances, and this approach ensures we achieve this.

Where to find us
Head office address: Taylor James Financial Services, 5th Floor, A M P House, Dingwall Road, Croydon, Surrey, CR0 2LX
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 28th September 2020

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