Taylor James Financial Services

At Taylor James Financial Services, we pride ourselves on being a professional and approachable financial advice firm, based in Croydon, South London. Our team of experienced financial advisers and mortgage brokers are dedicated to providing exceptional service and expertise to our clients, helping them achieve their financial goals and secure their financial futures.

Mortgage Solutions

As a leading mortgage broker, we offer a comprehensive range of mortgages to suit every type of home buyer. Whether you're a first-time buyer, moving home, or looking to remortgage, our expert mortgage brokers will guide you through the process and help you find the most suitable mortgage solution for your individual needs.

Protection and Insurance Services

We understand that life can be unpredictable, which is why we offer a range of insurance services to provide peace of mind and financial security for you and your loved ones. Our insurance services include life assurance, income protection, private medical insurance, and critical illness cover.

Pensions and Investments

As a professional financial services company, we offer tailored pension and investment advice to help you achieve your long-term financial goals. Our experienced financial planners will work with you to understand your financial objectives and create a personalized investment plan that suits your risk tolerance and financial goals.

Equity Release and Lifetime Mortgages

If you're looking to release the value of your home, our team of experienced equity release specialists can guide you through the process and help you achieve your goals. We offer a range of equity release and lifetime mortgage plans to suit your needs and circumstances.

Retirement Planning

As you approach retirement, it's essential to plan your finances to ensure a comfortable and secure retirement. Our team of experienced financial planners will work with you to evaluate your finances, set clear retirement goals, and create a wise investment and savings plan to set you up for long-term success.

Our Expertise and Specialisms

At Taylor James Financial Services, we have a wealth of experience working with a wide range of clients, including private individuals, limited companies, and trusts. Our team specializes in a range of financial services, including mortgage advice, equity release solutions, pensions and retirement planning, wealth management, investment portfolio reviews, insurance services, and estate and inheritance tax planning.

Book an Appointment

To discuss any of our services, please don't hesitate to contact us. You can book an appointment online or schedule a consultation with one of our experienced financial advisers.