Taylor James Financial Services

Independent Financial Adviser  Taylor James Financial Services, London, City and county of the city of london, WC2A 1LG
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 3rd August 2020
Meet our advisers
Rick Kavanagh
Toby Keate
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, 3rd Floor 5 Chancery Lane, London, WC2A 1LG
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 3rd August 2020

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