RETIREMENT PLANNING
We help professionals to plan for their retirement in the most advantageous way possible. By getting to know you and your long-term aims, we are able to provide tailored advice for your situation. Whether you need a private pension or want to consider and unsecured pension, our team is on hand to help you.
Workplace pension
Understand your workplace pension rights and how to approach these matters with confidence. Our team is here to help.
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Personal Pensions
We can provide detailed advice when searching for a private pension that will match your needs the best.
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Income Drawdown / Unsecured Pension
Unsecured pensions can be beneficial at helping you access capital, manage investments and providing an inheritance.
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Annuities
Get paid an annual sum with an annuity. We will explain how they work and where you could benefit.
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SIPP
Do you want to start a self-invested personal pension (SIPP)? We can provide professional services to help make that happen.
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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.
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