Taylor James Financial Services

Mortgage broker  Taylor James Financial Services, Croydon, CR0 2LX
First meeting at adviser's own cost
Bespoke personalised advice, from experienced, professional and friendly advisers with appointments carried out at a time to suit you.
We can advise you on
Building your home
Buy my next home
Buy to let
Buying first home
Buying overseas
Equity release
High loan to value
Next home / Remortgaging
Right to buy
Self-employed mortgages
Response rating
FCA authorised
Last authorised 15th August 2022
Meet our advisers
MR Toby Keate
Mortgage Broker

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

Certified Financial Planner
What our clients say
I have been really happy with the service I have recieved 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 definately 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 professional mortgage and financial advisory practice based in Central Croydon.

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

We appreciate 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 are qualified to provide advice and guidance in all areas of mortgages, including Residential, First Time Buyers, Remortgages and Buy to Let. We deal with a lot of clients using the Help 2 Buy and Right to Buy schemes.

We specialise in mortgages for Contractor and have an in-depth knowledge of their unique requirements.

We also assist many self-employed clients, as well as company directors and entrepreneurs.

We are also fully qualified to give advice on all areas of financial planning including Pensions, Protection, Savings, Investments and Mortgages, including Equity Release, Lifetime Mortgages and Home

Our services

We take great pride in helping people to achieve their property ambitions, whether it be to get on the housing ladder, buy a larger house or build an investment property portfolio.

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. We explain things in clear, simple and concise manner, ensuring that you understand fully our recommendations and advice.

It is in our interests that our clients have a better understanding of their finances and the above approach works in achieving this.

Where to find us
Head office address: Taylor James Financial Services, 5th Floor, A M P House, Dingwall Road, Croydon, CR0 2LX
Preferred clients
Minimum mortgage value
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Face to face
Response rating
FCA authorised
Last authorised 15th August 2022

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