Working alongside LJ Financial Planning Limited, we build long term relationships with our clients. In the UK there are only a small number of financial adviser firms who have been awarded the prestigious ‘Chartered Financial Planning Status’, LJ Financial Planning is one of them. We are independent, our only tie-in is our loyalty to our clients.
I started advising clients back in 1998. I believe that testament to what is I do is the fact that 80% of new clients come from referrals from existing clients. I actively encourage clients to contact me at with any query they may have, my role is to provide advice, support and financial peace of mind.
If you would like to speak to one of our existing clients before deciding whether to work with us please let us know and we will arrange this for you. It’s important that you feel entirely comfortable in working with us, helping you secure financial peace of mind.
Whatever your circumstances our role is to provide you with financial peace of mind. Whether that is for the financial protection of a young family, funding university fees or making the right retirement choices, we work alongside you to provide sound advice and guidance.
Most of our work is undertaken with those below, if your circumstances are different why not give us a call to see if we can help. Drop us a line
Based in Warrington and Southport we take a ‘hands on approach’ to help our client’s manage their personal finances, both now and in the future. The service to our existing clients and potential new clients and their families is always delivered in a relaxed and friendly manner. Our client relationships start with us listening so we can build an understanding of your needs before providing advice and recommendations.
I work alongside LJ Financial Planning Limited, a firm of Chartered Financial Planners. As a team we provide advice for clients where excellence and integrity are paramount, working with our clients to provide financial security and peace of mind.
Take a look around our site and drop us a line if you’d like to have a chat about how I may be able to help.
