While there is no insurance that can prevent these things from happening, you can protect yourself and your family financially by. When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to. Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be.
We're financial advisers and mortgage brokers based in Croydon. Our practice covers all areas of financial planning, allowing us to recommend the investment product that is most suitable for your requirements, helping us to stay totally committed to providing professional financial solutions.
We're financial advisers and mortgage brokers based in Croydon. Our practice covers all areas of financial planning, allowing us to recommend the investment product that is most suitable for your requirements, helping us to stay totally committed to providing professional financial solutions.
Services
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.
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 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.
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.
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.
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