Wealth Managment

The value of investments can fall as well as rise. You may get back less than you invested.

 

Our aim is to advise our clients on building prosperity and enhancing their financial security.
We advise those who wish to take control of their financial affairs, with the ongoing help of a trusted adviser.
 
Wealth planning and financial management is certainly not about selling products. It is about having the experience, insight, knowledge and skill to properly understand an individual, family or corporate institution and to then work out the best financial strategy to improve that situation.
 
The strategy must be clearly communicated, the solutions competently implemented and the plan regularly reviewed. Only then can we effectively achieve our aim which is to protect and increase the wealth of those whom we advise.
 
Whatever your dreams and ambitions, the probability that you will achieve your goals is almost invariably linked to your relationship with money. Consequently at CJP Financial Planning we believe that great financial advice should be central to shaping our clients’ futures and steering them toward their goals.
We believe there is value in getting quality advice from trusted financial advisers, and that this makes a real difference in our clients’ lives, giving them confidence that they are on course to a secure financial future.
Our advisers have over 25 years experience in the financial services industry and are committed to recognizing and maximizing the potential found in modern technology to provide a service of the highest quality. Aside from being qualified to give financial advice, our advisers strive to develop other important qualities such as providing leadership and creative problem solving.
Although we are based in the West Midlands and work predominantly with clients in the Midlands, we have found that distance is no longer a barrier to developing effective and efficient partnerships with clients across the UK.
You can learn more about the different areas of financial planning by clicking on the links in the Our Services menu above. join our mailing list to receive our guide to our services booklet.

 

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