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Retirement Planning

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Financial Planning

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Welcome to Taylor James Financial Services. Professional Financial Advisers and Mortgage Brokers, based in London.

We’re financial advisers and mortgage brokers based in London. Our practice covers all areas of financial planning, allowing us to recommend the investment product that is most suitable for your requirements, helping us to stay totally committed to providing professional financial solutions.

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 0203 859 3320 or complete our short enquiry form and we'll be pleased to help you.

Being based in London we have a wealth of experience with people from all backgrounds. That’s how you know our highly experienced financial advisers and mortgage brokers will offer you bespoke advice specifically tailored to your exact needs and circumstances.



  • Thanks Toby for all your help on getting our first house!

    Rupesh Nayee

  • Equity Release organised by Toby was quick and efficient, ensuring all financial and legal details were fully understood thus helping us make this important decision. We would certainly recommend this company.

    Paul Dennison

  • I was hesitant when asked to recommend Toby fearing that I would lose my trusted advisor. However, I have learnt over the years that to get the best back from the world, I have to give my best away.

    Aswin R

  • Taylor James did my mortgage for me, when my bank had turned me down because they wouldn't lend on a high Rise block of flats… I approached another high street lender
    only to be turned down again… Taylor James was recommended to me & not only did they get me a great rate with another high street bank
    but they got the Offer out within 5 working days… Great rate and a stressless exercise… I couldn’t be more happier.

    Aneta Hoffman

  • Toby has been nothing but amazing. We have worked with him for many years and he has always come through with the perfect solution for us. I cannot recommend him enough.

    Marc van Moorsel

  • We have had the pleasure of securing a mortgage and life insurance through TJFS. The speed in response and efficiency in dealing with our queries has been exceptional.

    We have introduced our local Tennis and Football Clubs to Toby and we are confident that any future clients will be more than satisfied.

    Once again, a massive thank you from the Dickson family.

    Darren Dickson

  • Toby is a very professional Financial advisor. He has great product knowledge and did a really good job of sorting out our Mortgage and Life Insurance. Highly recommended.

    T J

Mortgage Services

Are you a first-time homebuyer or a seasoned homeowner looking to invest in a new property? Either way, Taylor James Financial Services offers mortgage services that can help you make the best decisions for yourself and your loved ones.

We know that mortgages can be confusing, especially to first-time homebuyers. Fortunately, our financial advisers are happy to walk you through every step of the lending process to boost your confidence.

When you work with us, our team will explain the basics of various mortgage loans, help you find the right mortgage for your current financial situation, and help you plan so you can easily keep up with changing interest rates.

Whether you’re looking for a first-time buyer mortgage, want to remortgage your current house, or need help with a self-build mortgage, we’re here to answer all your questions. Reach us by phone or online to get started.

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Financial Adviser Services

We offer financial adviser services to a wide range of individuals and business owners. We specialise in working with individuals in a range of professions, these include portfolio landlords and real estate investors, as well as solicitors, contractors, and other professionals.

If you require guidance from an experienced financial adviser, we have a full team of experts who are eager to lend a hand and offer bespoke financial services.

We know that everyone’s situation is unique. That’s why we always provide customised service to ensure that your distinct needs are met.

When it comes to financial advice, we don’t believe in a one-size-fits-all approach. We will always take your individual questions and concerns into account before offering any suggestions.

If you’re ready to take your business and finances to the next level by working with a financial adviser, we can’t wait to hear from you. Reach us today by phone or through our online form.

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