BlueJay Financial Planning LTD

Independent Financial Adviser Church Street, Stapleford, Nottinghamshire, Nottingham, NG9 8DJ
FCA verified
15th July 2019
No charges for our personal, friendly and professional service, until we demonstrate that there is a benefit to using us.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • 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
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Jason E Roofe Dip PFS, Certs CII (MP & ER) Dip PFS, Certs CII (MP & ER)
Indepenedent Financial Planner and Adviser
Where to find us

Church Street, Stapleford, Nottinghamshire, Nottingham, NG9 8DJ

About us

We put you first and give you sound Financial Advice you can count on. We strongly believe that you should understand what you are doing and why, and we are passionate about educating clients, not confusing them. We are experts in many fields, which will compliment your needs on life's journey. Our clients benefit from long standing professional relationships with us and your plans can be kept under review so you can rest assured in the knowledge that expert assistance is always on hand.

Our services

We are not satisfied until you are. Speak to us about how we can help you, on a 'risk free' basis as we will have 'get to know you' meetings at our cost, not yours.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage. Some buy to let mortgages are not regulated by the FCA. Commercial mortgages are not regulated by the FCA.

We don't usually charge a fee because we receive commission from the lender. However, you could choose to receive the commission and pay us a fee instead, which would typically be 1% of the loan. So for a £100,000 mortgage, our fee would be £1,000.

The value of the investment can go down as well as up and you may not get back as much as you put in.

BlueJay Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority. The Financial Conduct Authority (FCA) regulates the financial services industry in the UK and you can check our authorisation and permitted activities on the Financial Services Register by visiting the FCA’s website www.fca.org.uk/firms/systems-reporting/register or by contacting the FCA on 0800 111 6768.

Similar advisers near you

Independent Financial Adviser 1.44 mi
I can offer you knowledge and experience in all areas of financial planning to provide quality bespoke advice.
 
Independent Financial Adviser 1.81 mi
I truly believe that great financial advice is an ethical principal to all in achieving positive life and financial outcomes
 
Independent Financial Adviser 2.24 mi
"Live for today, Invest for tomorrow"
 
Independent Financial Adviser 2.33 mi
Our team of Independent Financial Advisers has the expertise and market knowledge to offer independent advice on all areas.