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.