SERVICES

As an independent financial advice company, we have a wide variety of services available that we offer to cater to your personal circumstances and needs. We have listed briefly the services we have available, but we do advise for you to call us for a no obligation phone conversation.

Pensions

 

As a pension advice specialist we are qualified to provide you with the advice that you require, whether that be through early retirement or ensuring that your lifestyle in retirement is in line with yours  and your family's needs.

Savings & Investments

If you have worked hard for the money you have, why not invest it wisely? We are here to guide and advise you on which savings and investments will best suit your needs and to help you to build for your future.

Financial Planning

 

Plan for the future.

Whether this be your financial ambitions, tax efficiencies or other financial planning.  We can advise and guide you, to help create a better future for you and your family.

 

Insurances

 

Insurance is a essential part of everyday life and it is even more important to make sure you get right. Whether it be personal life insurance or other aspects of insurance advice,

we are here to assist.

Mortgages

Whether you are re-mortgaging, purchasing your first house or after general financial advice, we have the ability to offer this service via an introduction to a mortgage specialist within LJ Financial Planning. Who will be able to assist you with further queries.

 

Personal Needs

 

If you do not feel your personal needs are covered in the other services available, do not hesitate to contact us so that we can further discuss what you are trying to achieve and how we can aid in that process.