CJP Financial's attention to service and detail has made us an industry leader. With a wide range of products and services to choose from, you're sure to find exactly what you're looking for! If you require assistance, our qualified staff will provide you with expert guidance. We're looking forward to working with you!
Welcome to CJP Financial Planning. The high street banks have decided to cease offering this service to most of their customers. So, many people now feel there is nowhere to discuss their financial affairs. We are here for them, and for you.
As experienced advisers each with our own growing families, we understand the immediate and forward-looking concerns that you may have about financial security, investment strategy, retirement income and passing as much as possible on to children and grandchildren. We can devise flexible and resilient plans to help you:
The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Tax planning and estate planning are not regulated by the Financial Conduct Authority.
Are you concerned about low interest rates on your savings? Unsure how the ever-changing pensions rules will affect you? Worried about the financial future for new generations of the family? Wondering where you can find expert advice to help with these and other issues as the changing economic situation affects your finances?
For more information, contact us using the details on the right of this page or, make and enquiry
If you have any queries or wish to make an appointment, please contact us:
Tel: 01922 666322
Or use our contact form.
West Midlands House
212 High Street