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
FCA verified
2nd December 2019
Professional & Experienced Advice call CJP Financial Planning. First meeting provided our cost.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
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)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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