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.