Taylor James Financial Services

At Taylor James Financial Services, we are a team of professional financial advisers and mortgage brokers based in Croydon, South London. With years of experience, we provide a wide range of financial services to individuals, limited companies, and trusts. Our dedicated team is committed to providing expert advice and guidance on all aspects of finance, from mortgages to pensions, investments, and insurance.

Our Services

As a specialist financial services company, we offer a comprehensive range of services designed to meet the diverse financial needs of our clients. Our expert team is skilled in providing tailored advice on:

• Mortgages: We provide expert guidance on all types of mortgages, including residential, buy-to-let, and first-time buyer mortgages.
• Equity Release: We offer a range of equity release solutions, including lifetime mortgages and home reversion plans, to help homeowners aged 55 and above release the value tied up in their property.
• Pensions and Retirement Planning: Our team assists individuals plan for their retirement by evaluating their financial situation, setting clear goals, and creating a tailored investment and savings plan.
• Insurance Services: We provide expert advice on insurance products, including life assurance, income protection, critical illness cover, and private medical insurance.
• Wealth Management: Our team helps individuals and businesses manage their wealth by providing investment guidance and portfolio reviews.
• Estate and Inheritance Tax Planning: We assist clients in planning for the distribution of their assets after death, minimizing tax liabilities, and ensuring the wishes of the deceased are respected.

Our Approach

At Taylor James Financial Services, we understand that every client is unique, with distinct financial goals and circumstances. Our approach is centered on providing personalized advice and guidance, tailored to each client's individual needs. We take the time to understand our clients' financial situations, goals, and aspirations to deliver bespoke solutions that meet their specific requirements.

Why Choose Taylor James?

Our team's extensive experience, industry expertise, and commitment to exceptional client service set us apart from other financial services providers. We believe in building long-term relationships with our clients, based on trust, transparency, and professionalism. Our doors are open to everyone, and we look forward to assisting you in achieving your financial goals.