Taylor Financial Management is an FCA-regulated mortgage broker based in Chelmsford, CM1 4XY, specialising in Residential. Rated 5/5 from 4 reviews.
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Meet our experienced team of mortgage professionals
Jeanette Smith
15 Oct 2025I hadn't got a clue what I was doing with my pension pot, all I knew was that I needed a financial advisor, I chose James and I am so glad I did, he gave me great advice put me on the right track and I know if I call him with what I think is a problem he will reassure me. He makes you feel like part of the family. My only regret is that I didn't find him years ago. 🤗
elliot hawthorn
5 Dec 2019Had a great experience arranging my investments with James at Taylor Financial Management. He took his time to explain various options open to me and I never felt rushed or that i was asking too many questions. Having a knowledgeable and proffesional advisor local to me with the backing and security of St. James Place is a winning combination.
Samantha Taylor
5 Dec 2019Very welcoming and knowledgeable. Empathetic and considerate of individual’s circumstances.
Lindsay Taylor
5 Dec 2019I highly recommend Taylor Financial Management. James is an extremely nice guy who listened to what I was looking to invest in. No question was too much effort to answer and no question too stupid. He was not pushy at all and let me think about the options we’d discussed before setting anything up. I would highly recommend James, especially if you are looking to save on your tax bill or contribute to a pension, which are just some of the services he offers.
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Regulatory Status
Direct Authorisation
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