Meet The Team
James Taylor BA (Hons), EFA, DipPFS
Managing Director & Principal Adviser
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James has been in the financial services industry for all of his career. He began working life with Barclay's Bank before moving to M&G Investments to join their fund sales team. James then spent a decade in the city working in the stockbroking sector. He started Taylor Financial Management in 2018.
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"I specialise in providing a holistic, high level financial planning service to my clients, to help them achieve their goals as their financial needs evolve over the years."
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Outside of work, James is a husband and father to his young son, Louie. James is a keen musician, playing guitar and drums. James is an avid scuba diver, enjoys travelling the world and has recently developed a passion for boating.
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Lindsay Taylor
Marketing & Business Development Director
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Lindsay has many years experience in marketing and events for international business organisations, both small and large. Lindsay previously led the marketing activities for Deloitte in the Transportation, Hospitality and Leisure sector. She is responsible for TFM's marketing strategy and organises all of our popular client events.
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Lindsay is chair of our corporate social responsibility committee, which raises money for many worthwhile causes.
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Outside of work, Lindsay is married to James and is mother to their son Louie. Lindsay loves to travel and is usually organising a trip or holiday.
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