CJT Financial Planning Ltd

Independent Financial Adviser Corby House, 38 Chorley New Road, Bolton, BL1 4AP

First meeting at adviser's own cost

Response rating

7.0/10

8th July 2019

We can advise you on

Mortgages
- Equity release
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Socially responsible investments
Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
Business
- Group pensions
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions review
Savings
- Lump sum
- Regular savings
Financial planning
- Wealth management
Tax & trust planning
- Capital gains tax
- Estate planning

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Meet our advisers

Gary David Radcliffe Dip PFS

Director And Adviser

Qualifications & Accreditations Hide qualifications

AFPC - Advanced Financial Planning Certificate (CII)

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

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.

CF9 - Pensions Simplification (CII)

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

G10 - Taxation and Trusts (CII)

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

K10 - Retirement Options (CII)

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

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

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Where to find us

Corby House, 38 Chorley New Road, Bolton, BL1 4AP

Make an enquiry

About us

We provide comprehensive, unbiased and independent advice on a wide range of financial matters including pensions and retirement planning, drawdown, annuities, savings and investments, Lifetime Mortgages (equity release), life cover and personal protection products.
For detailed information,please visit our website - .

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

We can advise you on

Mortgages
- Equity release
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Socially responsible investments
Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
Business
- Group pensions
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions review
Savings
- Lump sum
- Regular savings
Financial planning
- Wealth management
Tax & trust planning
- Capital gains tax
- Estate planning

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Website

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

Contact options

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a call back Show number Recommend to a friend

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