FINANCIAL PLANNING
With savings interest rates falling, more people are looking at their investment opportunities to protect their wealth and avoid financial depreciation. We can discuss a variety of options that will help you grow your savings and progress your finances. Our team can discuss ISAs, bonds, Unit Trusts, EIS investment for tax benefits and much more.
ISAS
An ISA can help you save without tax obligations. There are a range of ISAs to discover, including a stocks and shares ISA.
Find Out More
Capital Investment Bonds
Capital Investment Bonds are a long-term and financially beneficial way of saving. Uncover your bond options, today!
Find Out More
Unit Trusts
A Unit Trust is another great investment opportunity for many people. Ask us to help you with a Unit Trust investment, soon.
Find Out More
Estate planning and wealth preservation
Plan your estate and protect your wealth via an array of strategies. Our team is available to help guard your wealth, today.
Find Out More
Taylor James Financial Services are financial advisors and mortgage brokers covering London.
Taylor James Financial Services is an Appointed Representative of Rosemount Financial Solutions (IFA) Ltd which is authorised and regulated by the Financial Conduct Authority (FCA).
Entered on the FCA Register (https://register.fca.org.uk/) under reference 535515.
Registered as a Limited Company in England & Wales No 05668905. Registered Address: Rosemount House, 2-4 Chequers Road, Basingstoke, RG21 7PU.
The information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
Copyright 2024 - financial services website design by Adviser Pro
