Welcome to CJP Financial Planning

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!

Financial Planning for Changing Times

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:

  • Get the most from your hard-earned savings
  • Protect living standards if a setback occurs
  • Stay on track towards a relaxed retirement
  • Structure your retirement income tax-efficiently
  • Plan your estate as effectively as possible

 

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

The value of the investment can go down as well as up and you may not get back as much as you put in.
Tax planning is not regulated by the Financial Conduct Authority

Contact us today!

If you have any queries or wish to make an appointment, please contact us:

 Tel: 01922 666322

info@cjpfiancial.co.uk

Or use our contact form.

Willenhall Office

West Midlands House

Gipsy Lane

Willenhall

WV13 2HA

Bloxwich Registered Office Address:

212 High Street

Bloxwich

Walsall

WS3 3LA

Tel:01922 666322

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CJP Financial Planning Ltd is an appointed representative of Intrinsic Wealth Limited, and Intrinsic Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Intrinsic Wealth Limited is entered on the FCA Register (http://www.fca.org.uk/register/)) under reference 217742 and Intrinsic Mortgage planning Limited under reference 440718. CJP Financial Planning LTD is registered in England and Wales. Registered number 8379265