About Taylor James London

Established in 2012, we’re a London-based financial planning service with offices in the City.

If you’re a private individual, trust or company, and you understand the importance of specialist advice tailored to your individual circumstances, we can help.

When you trust Taylor James you’ll benefit from superb customer service, with an emphasis on building a long-term relationship.

Since we were formed, our continued growth and success has been based on the core principles of integrity and professionalism. These principles are then coupled with a creative approach to financial planning and a belief in providing a bespoke client service.

All our advisers hold the QCF Level 4 Diploma qualifications in Financial Planning, as well as the industry standard CeMAP qualification for mortgage advice and the CfRE qualification in respect of specialist Equity Release advice.

This high level of qualifications means you’re always in the hands of an expert who knows the financial services world inside out. Your adviser and paraplanner will work closely with you, using state-of-the-art software to ensure the very best support.

You also have the peace of mind that we undertake regular training and examinations on all facets of financial planning. This ensures our knowledge of both products and regulations remain completely up to date.

Our areas of speciality and expertise include:

  • Mortgages (including Purchases, Remortgages and Buy to Let)
  • Equity Release and Lifetime Mortgages
  • Pensions
  • Retirement Planning
  • Wealth Management
  • Investment Portfolio Reviews
  • Protection (Life Assurance, Critical Illness cover, Income Protection)
  • Estate and Inheritance Tax Planning
  • Superb service from a highly qualified team

 

For a free, no obligation review of your finances or if you require advice regarding a specific matter, please get in touch or call us on 0203 859 3320.

Please note:

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Estate planning and tax planning is not regulated by the Financial Conduct Authority.

The Financial Conduct Authority do no regulate buy to let mortgages

Your home may be repossessed if you do not keep up repayments on your mortgage.

We charge a typical fee of £395 for mortgage arrangement.

  • 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

Our Team

Find out more about our professional and experienced team - who they are, how they can help you and how you can contact them.

  • Our Team
    Toby Keate
    Financial Adviser & Practice Manager
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  • Our Team
    Sash Redi
    Protection Specialist
    read more
  • Our Team
    Steve Down
    Wills and Asset Protection Specialist
    read more
  • Our Team
    Erick Dodd
    Mortgage and Buildings Insurance Adviser
    read more
  • Our Team
    Dana Pierre
    Office Manager
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