CJP Financial Planning Limited

Independent Financial Adviser 212 High Street, Bloxwich, West Midlands, Walsall, WS3 3LA
First meeting at adviser's own cost
Response rating
FCA verified
22nd April 2019
Professional & Experienced Advice call CJP Financial Planning. First meeting provided our cost.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Long term care
Meet our advisers
John Yates
Financial Adviser
Where to find us

212 High Street, Bloxwich, West Midlands, Walsall, WS3 3LA

Make an enquiry
About us

CJP Financial Planning was set up in 2013 to advise clients on all aspects of financial planning. John Yates has over 25 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.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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

- Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

The Financial Conduct Authority does not regulate Buy to let mortgages, tax and trust planning, Auto Enrolment and Long Term Care.

CJP Financial Planning Ltd is an appointed representative of Intrinsic Wealth Ltd and Intrinsic Mortgage Planning Ltd, which are authorised and regulated by the Financial Conduct Authority. Intrinsic Wealth Ltd and Intrinsic Mortgage Planning Ltd are entered on the FCA Register (http://www.fca.org.uk/register) under reference under reference 217742 & 440718.

Similar advisers near you

Independent Financial Adviser 3.46 mi
we'll help you plan for your future by identifying aspirations, creating confidence and achieving objectives.
Independent Financial Adviser 4.16 mi
The Pension Planning Centre helps individuals and families plan for their retirement.
Independent Financial Adviser 5.15 mi
Independent Financial Adviser 5.25 mi
I'm a fully qualified Independent Financial Adviser, with a friendly and professional approach to providing independent and impartial advice.