Taylor James Financial Services

Taylor James Financial Services Individually tailored expert advice to help you manage your finances & tax efficient solutions. It all starts with listening.

Provide professional contractors and business owners individually tailored expert advice to manage their finances & tax efficient solutions. Financial planning ๐Ÿ’ท| Mortgages ๐Ÿก| Pensions ๐Ÿ’ฐ| Investments ๐Ÿ’ธ| Protection |

Experienced Financial Advisers and Mortgage Brokers based in Croydon and London we provide all aspects of financial planning, allowing us to recommend the investment product to suit y

our individual needs and pave the way for a more secure financial future for you, your family and your business. You are the focus of our business: You, your life, your family, your future. We believe understanding of your current financial situation is the keystone to formulating the right financial plan to meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline. We listen to your needs, your hopes, your dreams, and we formulate a plan that offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances. This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Multiple pensions? Letโ€™s simplify. ๐Ÿ‘‡Keeping track of multiple pensions can be confusing. Consolidating them could make y...
09/06/2026

Multiple pensions? Letโ€™s simplify. ๐Ÿ‘‡

Keeping track of multiple pensions can be confusing. Consolidating them could make your retirement planning clearer and more manageable.

We will guide you through your options so you can make informed decisions.

๐Ÿ“ž 020 3859 3320

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

Every profession has unique financial challenges. That is why we offer tailored advice for specialist sectors.Whether yo...
01/06/2026

Every profession has unique financial challenges. That is why we offer tailored advice for specialist sectors.

Whether your income is complex or your needs are specific, we are here to help. ๐Ÿ‘‹

๐Ÿ“ž Contact us today on 0203 859 3320 or email [email protected]

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

Investing is not just about returns. It is about building a future that aligns with your goals. ๐Ÿ’ซWe take a personalised ...
26/05/2026

Investing is not just about returns. It is about building a future that aligns with your goals. ๐Ÿ’ซ

We take a personalised approach to investments, helping you grow your wealth with confidence and clarity. โœ…

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

Investing is not just about returns. It is about building a future that aligns with your goals.We take a personalised ap...
22/05/2026

Investing is not just about returns. It is about building a future that aligns with your goals.

We take a personalised approach to investments, helping you grow your wealth with confidence and clarity.

Estate and inheritance planning is not regulated by the Finance Conduct Authority.

Running a business comes with enough challenges. Your financial planning should not be one of them ๐Ÿ“Š.We provide tailored...
19/05/2026

Running a business comes with enough challenges. Your financial planning should not be one of them ๐Ÿ“Š.

We provide tailored advice for business owners, helping you manage cash flow, plan for the future, and protect what you have built.

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

Contact us today on 0203 859 3320 or email [email protected]

Retirement may feel far away, but the earlier you plan, the more options you create. ๐Ÿ“…We help you build a pension strate...
15/05/2026

Retirement may feel far away, but the earlier you plan, the more options you create. ๐Ÿ“…

We help you build a pension strategy that reflects your ambitions, whether that is early retirement or long-term financial stability.

Contact us today on 0203 859 3320 or email [email protected]

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

Life is unpredictable, but your financial security does not have to be. ๐Ÿ” Protection policies can help ensure your loved...
12/05/2026

Life is unpredictable, but your financial security does not have to be. ๐Ÿ”

Protection policies can help ensure your loved ones are supported if the unexpected happens.

We work with you to build a protection plan that fits your lifestyle, your family, and your future goals.

Contact us today on 0203 859 3320 or email [email protected]

*Protection plans are subject to terms and conditions. The availability and cost of cover depend on individual circumstances.

Meet Toby - Principal of Taylor James Financial Services! He is married to Emma, with 2 children (Taylor aged 15, who th...
14/02/2023

Meet Toby - Principal of Taylor James Financial Services!

He is married to Emma, with 2 children (Taylor aged 15, who the company is named after) and Ella aged 11, who is jealous that she doesnโ€™t yet have a company named after her!

Toby has over 20 yearsโ€™ experience within the Financial Services industry, and has been a qualified and practising financial adviser for over a decade.

Toby covers all areas of , including , , , and . He also has extensive knowledge and expertise of clients with complicated income streams, such as professional contractors, partners within LLPs, people who receive high bonus or commission payments and the self-employed. This allows him to provide tailor-made, bespoke advice, which is based on the individualโ€™s specific circumstances and requirements.

In his spare time, Toby likes cooking as a way of unwinding, and actually trained as a chef before entering the world of financial services. One of his claims to fame is that he has cooked food for a senior member of the Royal Family and a British Prime Minister, both of whom lived to tell the tale!

Toby is also a very keen sportsman. Now that he has faced the realisation that his playing days are best described as being behind him, he has moved into coaching and is now the manager and coach of Whyteleafe FC under 16โ€™s.

Toby is happy to meet with prospective clients, either in our London or Croydon offices, at their homes or work places, or even over a coffee at a time to suit them.

Address

6th Floor AMP House, Dingwall Road
Croydon
CR02LX

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

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