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.
We pride ourselves on offering a first-class, yet fully flexible service to all of our clients – whether you simply want one-off advice on a single financial matter or a fully serviced ongoing account, we are happy to help you.
We will also see you when it is convenient for YOU – it could be at your home, in our offices or at your workplace.
Quilter Financial Planning provide us with our compliance and oversight, ensuring we comply with all financial conduct requirements.
There are two types of financial adviser – independent and restricted – and we offer RESTRICTED ADVICE because we use Quilter Financial Planning’s resources to help provide products and services that are suitable for most clients, although we can access the wider market when needed.
This consists of :
- Technical experts include
- Senior Quilter Executives
- Square Mile – Independent research, qualitative, quantitative aiming to find best of class funds
- Morningstar – Independent one of the largest and experienced fund research companies in the UK
- Defaqto Independent product fund information largest data base in UK
- Moody’s – world-leading organisation providing stochastic information to help understand risk and reward
Trust & Inheritance tax planning is not regulated by the Financial Conduct authority.
