Assured Wealth and Estate Planning
15th July 2019
We can advise you on
-
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
-
Mortgages
- Bad credit
- Building your home
- Buy to let
- Buying commercial property
- Buying first home
- Buying overseas
- Equity release
- Flexible mortgages
- High loan to value
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
-
Financial planning
- Wealth management
-
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
-
Savings
- Lump sum
- Regular savings
-
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
-
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
-
Expatriate finances
- EEA
-
Business
- Commercial mortgages
- Group pensions
- Group protection
-
Long Term Care
- Long term care
Meet our advisers
Mark Jones
Director - Financial Planner
Where to find us
L J Financial Planning, 750 Mandarin Court, Cheshire, Warrington, WA1 1GG
Similar advisers near you
Chartered Financial Planners offering independent financial advice, specialising in pensions, investments and life assurance.
Specialist in Investment, Retirement, Protection and Tax Planning advice focusing on bespoke solutions to achieve your financial goals.
A reassuringly uncomplicated and professionally tailored approach to your financial requirements. Our philosophy is to grow and preserve your wealth.
Helping clients to identify, achieve and maintain their desired lifestyle without fear of ever running out of money!
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