01922 665040
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Welcome to CJP Financial Planning
CJP Financial Planning's attention to service and detail has made us an industry leader.
Financial Advisers in Walsall
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
You are the focus of our business: You, your life, your family, your future.
Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
Call us today on 01922 665040 or email us at info@cjpfiancial.co.uk. and we'll be pleased to help you.
CJP Financial Planning is based in Bloxwich but covers most of the West Midlands and Staffordshire – we even have clients as far away as Somerset, Mid and North Wales.
A small, but mighty team, we have three highly qualified financial planners and mortgage advisers, plus the all-important support staff such as administration and para planning.
We cover all aspects of financial planning advice – talk to us about mortgages, protection, family income benefit, income protection, life insurance, critical illness, long term care insurance, savings, ISA, JISA, LISA, EIS, VCT, Collective investments, investment Bonds, Business relief schemes, trust planning, pensions (defined contribution and defined benefit schemes), annuities, flexy access drawdown, hybrid schemes, and inheritance tax planning.
Our Main Services
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Financial Planning
Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be. As...
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Mortgage
Mortgages are loans which are intended to help buyers purchase residential property. When you take out a loan, the lender charges...
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Protection
There are events we can all face that have the potential to completely transform our lives. It’s a difficult issue to think about...
HOW WE WORK
Here's how we formulate the plan towards your goals
Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
OUR PLAN FOR YOU
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1
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About you
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We meet together to discuss your personal circumstances and your current financial situation.
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2
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Your Goals & Ambitions
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Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
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3
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Analysis
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We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.
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4
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How to get there
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So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.
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5
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Implementation
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It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.
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6
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Review the Plan & Progress Updates
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If required, review dates will be agreed and can take place annually or more regularly if required or requested, ongoing fees will be agreed as to which service level is required.