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

7.0/10

22nd April 2019

Professional & Experienced Advice call CJP Financial Planning. First meeting provided our cost.

We can advise you on

Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Long term care
- Long term care

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Meet our advisers

John Yates

Financial Adviser

Qualifications & Accreditations Hide qualifications

CF7 - Certificate in Lifetime Mortgages Activities (CII)

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.

MAQ - Mortgage Advice Qualification (CII)

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.

DipFA - Diploma for Financial Advisers (LIBF)

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

CeLTCI - Certificate in Long-Term Care Insurance (LIBF)

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

FP1 - Financial services and their regulation (CII)

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

FP2 - Protection, savings and investment products (CII)

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

FP3 - Identifying and satisfying client needs (CII)

This exam accesses understanding of identifying and satisfying client needs.

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.

Compliance

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

- 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.

Make an enquiry Request a call back Show number Recommend to a friend

We can advise you on

Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Long term care
- Long term care

Advice methods

Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Minimum mortgage value

£0

Website

Compliance

Make an enquiry Request a call back Show number Recommend to a friend

Contact options

Make an enquiry Request
a call back Show number Recommend to a friend

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