BlueJay Financial Planning LTD

Independent Financial Adviser Church Street, Stapleford, Nottinghamshire, Nottingham, NG9 8DJ

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

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- 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
Business
- Commercial mortgages
- Employee benefits
- Group pensions
- Group protection
Long Term Care
- Long term care

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Meet our advisers

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.

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.

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- 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
Business
- Commercial mortgages
- Employee benefits
- Group pensions
- Group protection
Long Term Care
- Long term care

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£20,000

Minimum pension value

£20,000

Minimum mortgage value

£0

Compliance

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

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