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  11. CJP Financial Planning Limited

CJP Financial Planning Limited

Restricted - Whole of Market  212 High Street, West Midlands, Walsall, WS3 3LA
First meeting at adviser's own cost
Professional & Experienced Advice call CJP Financial Planning. First meeting provided our cost.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Adviser unavailable
This adviser is currently out of office and not available for contact
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FCA authorised
Last authorised 19th April 2021
Meet our advisers
MR John Yates
Financial Adviser

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

About us

CJP Financial Planning was set up in 2013 to advise clients on all aspects of financial planning. John Yates has over 30 years’ experience in the Financial services sector.

Our services

We have a long standing and loyal client base who appreciate our ongoing professional help with pensions, annuities, investment, mortgages & protection.

Where to find us
Head office address: 212 High Street, Bloxwich, West Midlands, Walsall, WS3 3LA
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

CJP Financial Planning Ltd is an appointed representative of Quilter Wealth Limited and Quilter Mortgage Planning Limited which is authorised and regulated by the Financial Conduct Authority. Quilter Wealth Limited is entered on the FCA Register under reference 217742 and Quilter Mortgage Planning Limited under reference 440718

Adviser unavailable
This adviser is currently out of office and not available for contact
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FCA authorised
Last authorised 19th April 2021

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