Taylor James Financial Services were established in 2012 and are based in Croydon, Surrey, although we also have a London office where we can meet our City based clients. Our clients are a mixture of private individuals, trusts and companies, who understand the importance of seeking specialist advice, tailored for their own individual circumstances, for all of their financial planning needs.
Since we were formed, our continued growth and success has been based on two core principles; integrity and professionalism. These principles are then coupled with a creative approach to financial planning and a belief in providing a bespoke client service.
We take great pride in offering excellent levels of customer service, with the emphasis on building long-term relationships with our clients, and we have dedicated and skilled advisers and para-planners that work closely together to achieve this, assisted by our state of the art computer systems.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.
Since we were formed, our continued growth and success has been based on two core principles; integrity and professionalism. These principles are then coupled with a creative approach to financial planning and a belief in providing a bespoke client service.
We take great pride in offering excellent levels of customer service, with the emphasis on building long-term relationships with our clients, and we have dedicated and skilled advisers and para-planners that work closely together to achieve this, assisted by our state of the art computer systems.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.
Services
We meet together to discuss your personal circumstances and your current financial situation.
We'll go into detail so that we can draw up a complete picture of where you are now, and where you want to arrive.
We'll ask about you, your occupation, your savings & investments, your mortgage, your current liabilities and your tax position, and we'll explain how all of this information builds a profile which will help us to formulate our financial plan.
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
We'll go into detail so that we can draw up a complete picture of where you are now, and where you want to arrive.
We'll ask about you, your occupation, your savings & investments, your mortgage, your current liabilities and your tax position, and we'll explain how all of this information builds a profile which will help us to formulate our financial plan.
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
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.
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.
We would certainly recommend this company.
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.
We all have goals, dreams and ambitions for the future, for ourselves and our families, but how do we achieve them?.
Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be.
As professional financial advisers we can help you make informed decisions about your financial future, in the short, medium and long term.
You will almost certainly have goals of one kind or another - buying a home, starting a family, living abroad, perhaps retiring, but these have financial implications and leaving it to chance isn't an option.
Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be.
As professional financial advisers we can help you make informed decisions about your financial future, in the short, medium and long term.
You will almost certainly have goals of one kind or another - buying a home, starting a family, living abroad, perhaps retiring, but these have financial implications and leaving it to chance isn't an option.
There are events we can all face that have the potential to wreck lives and families.
It's a difficult issue to think about, but imagine the impact on you and your family should the main earner in your household die or become seriously ill.
It may not happen to you - we hope it doesn't - but it might.
While there is no insurance that can prevent these things from happening, you can protect yourself and your family financially by making money available, should something unexpected happen.
This money can be the difference between keeping and losing your home, and maintaining your family's lifestyle.
It's a difficult issue to think about, but imagine the impact on you and your family should the main earner in your household die or become seriously ill.
It may not happen to you - we hope it doesn't - but it might.
While there is no insurance that can prevent these things from happening, you can protect yourself and your family financially by making money available, should something unexpected happen.
This money can be the difference between keeping and losing your home, and maintaining your family's lifestyle.
This is cover that pays out on death.
Some plans pay upon earlier confirmation of a terminal illness where the prognosis is death within 12 months.
It can pay out as a lump sum, or as income for the remainder of the policy term.
Cover can last for a set term called Term Assurance, or can last throughout life, called Whole of Life.
The amount of cover can remain the same or increase / decrease annually.
Level term assurance stays the same throughout.
Decreasing cover is sometimes used to cover a reducing debt, such as a repayment mortgage and usually assumes a given interest rate.
Some plans pay upon earlier confirmation of a terminal illness where the prognosis is death within 12 months.
It can pay out as a lump sum, or as income for the remainder of the policy term.
Cover can last for a set term called Term Assurance, or can last throughout life, called Whole of Life.
The amount of cover can remain the same or increase / decrease annually.
Level term assurance stays the same throughout.
Decreasing cover is sometimes used to cover a reducing debt, such as a repayment mortgage and usually assumes a given interest rate.
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