Taylor James Financial Services
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
Pensions & divorce
Pensions & retirement planning
Building your home
Buy my next home
Buy to let
Buying commercial property
Buying first home
High loan to value
Next home / Remortgaging
Right to buy
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Savings for children
School fees planning
Accident & sickness
Buildings and contents
Home and leisure
Income protection insurance
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 29th June 2020
Meet our advisers
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
What our clients say
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
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.
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
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.
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
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Choose an Unbiased exclusive special offer:
Face to face
Your home may be repossessed if you do not keep up
repayments on your mortgage.