About Us

About Us

We work as an appointed representative of LJ Financial Planning Limited which one of the UKs largest firms of Chartered Financial Planners

Truly independent financial advice

We provide independent financial advice to business owners, companies and individuals to help plan for their financial futures. This is delivered by a constantly growing team of experienced advisers who are supported within the firm by compliance, technical, paraplanning, sales support and finance teams using the latest technology and market leading products to deliver the best possible solutions for clients.

Continuous development for expert guidance

All advisers within the firm commit to undertake regular and ongoing ‘continuous professional development’ to maintain and improve their knowledge and skills across all financial planning areas.

All of the products and services that we offer are tailored to meet our clients’ objectives, providing a personal approach to a complex financial world.