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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

Taylor James Financial Services

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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 💷| Mortgages 🏡| Pensions 💰| Investments 💸| 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 your 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.

03/11/2026

Thinking about becoming a landlord or expanding an existing property portfolio? 🏠🔑
A buy-to-let mortgage is different from a standard residential mortgage, and there are several factors to consider before taking the next step.
Your objectives, finances, property plans and longer-term strategy all matter.
At Taylor James Financial Services, we work with buy-to-let clients and portfolio landlords, helping them navigate their mortgage options based on their individual circumstances.
If you're considering your next property purchase, getting the right advice early can help you understand the options available to you.
Get in touch to arrange a conversation.
📞 0203 859 3320

The Financial Conduct Authority does not regulate most buy-to-let mortgages.
Your home may be repossessed if you do not keep up with repayments on your mortgage.
The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

08/10/2026

Once you own multiple properties, managing your finances can become considerably more complex.

Mortgage structures, rental income, insurance, future property purchases and your wider personal financial plans can all need to work together.
Taylor James Financial Services works with portfolio landlords and can look beyond individual mortgages to consider how property fits into your wider financial strategy.
That can include mortgages, pensions, investments and protection, alongside landlord insurance and rent protection.

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

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up with repayments on your mortgage.
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.
Protection plans are subject to terms and conditions. The availability and cost of cover depend on individual circumstances.

06/10/2026

Protection planning is not just about what happens if you die.

Private Medical Insurance can form part of a wider financial protection strategy, giving you access to private healthcare options depending on the policy and circumstances.

For some people, the ability to access treatment privately may be an important consideration when planning their finances.

As with any protection product, the right solution depends on your individual circumstances, requirements and budget.

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

01/10/2026

Not all life assurance works in the same way.
Whole of Life Assurance is designed to provide cover for the whole of your life, subject to the terms and conditions of the policy.

It can therefore be considered in situations where long-term protection is an important part of someone's financial planning.
As with all protection solutions, it is important to understand the cost, benefits and policy terms before deciding whether it is appropriate for you.

Taylor James Financial Services can help you understand the options available and how they could fit into your wider financial plan.

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

29/09/2026

Being a contractor can come with a different income structure from traditional employment.
That can sometimes make financial decisions more complicated, particularly when you are applying for a mortgage and need to demonstrate your income and earning history.

Taylor James Financial Services has experience working with contractors and understands that specialist circumstances can require a more tailored approach.

Rather than assuming your situation will fit a standard lending model, it can be worth speaking to an adviser who understands the complexities involved.

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

24/09/2026

If you have spent years building your wealth, it makes sense to think about what happens to it in the future.
A Will can help set out your wishes for your estate, while trusts can sometimes form part of a wider estate planning strategy.
The important thing is to avoid leaving important decisions until it is too late.
Estate planning should reflect your personal circumstances, your family and what you want to achieve with the assets you have built.

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

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

22/09/2026

Running a business means thinking about more than your customers and cash flow.
Your employees’ pensions are an important part of your responsibilities as an employer, while a well-structured workplace pension can also contribute to attracting and retaining talented people.
Taylor James Financial Services offers financial planning support for businesses, including pension auto-enrolment.
The right approach should consider both your business and the people who help make it successful.

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.

17/09/2026

Property investment does not always mean buying a standard buy-to-let property.

A House in Multiple Occupation can have different financing considerations, particularly when it comes to the type of property, how it will be operated and the lender requirements involved.

Taylor James Financial Services can help investors understand the mortgage options available for different property strategies.
If you are considering an HMO, it is worth understanding the finance before committing to the investment.

Your home may be repossessed if you do not keep up with repayments on your mortgage.
The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

15/09/2026

Your profession can have a significant impact on your financial circumstances.
For solicitors, income structures, career progression and changing financial commitments can all influence decisions around mortgages, protection and longer-term planning.

Taylor James Financial Services works with clients in specialist sectors and takes the time to understand the circumstances behind their finances. Because good financial advice starts with understanding you, not simply looking at a set of numbers.

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. Your home may be repossessed if you do not keep up with repayments on your mortgage.
Taylor James Financial Services is an Appointed Representative of Rosemount Financial Solutions (IFA) Ltd which is authorised and regulated by the Financial Conduct Authority. Rosemount Financial Solutions (IFA) Ltd is entered on the Financial Services Register under reference 535515. The information in this post is subject to the UK regulatory regime and is intended for consumers in the UK.

10/09/2026

There is no single investment solution that works for everyone.
Investment bonds are one of the options available when considering how to structure longer-term investments.
The important question is not simply whether a particular investment exists. It is whether it is appropriate for your objectives, timescale, attitude to risk and wider financial circumstances.
At Taylor James Financial Services, our approach starts with understanding what you are trying to achieve before considering potential solutions.

The value of 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]

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

Website

https://taylorjamesfs.co.uk/

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