Djr Financial Planning Ltd

Restricted - Whole of Market  1 Parkside, Leicester, Leicestershire, LE6 0EB
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FCA authorised
Last authorised 26th July 2021
An advisory service for clients in the Leicestershire area focusing on outcomes, delivered with honesty, dependability and trustworthiness.
We can advise you on
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Annuity purchase
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Pension drawdown
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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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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Next home / Remortgaging
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Unit trusts
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Corporate pension
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Group Pension/Stakeholder
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Group critical illness
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Group income protection
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Group life insurance
Meet our advisers
MR David Roberts DipPFS
Independent Financial Adviser
About us

I advise clients at the Pre-retirement and at retirement stages in life. I help guide them through a complex process by simplifying it so that they can understand the choices they have, as well as the decisions they make.
I also help Business Owners with Exit Strategy planning at <url hidden>
DJR Financial Planning Ltd has been established since Feb 2007 although I have worked in the industry since 1988, and run my own business since 1998.

Our services

I try to simplify complex areas of Pensions and Investments, and provide a clear Financial Roadmap for clients. This enables them to plan with confidence to reach their end goals and aspirations. By using Cash Flow modelling their plan is adaptable and able to respond to change, and therefore, through regular reviews,stay on track. The idea is to provide the reassurance and clarity that people desire as they work towards a life beyond the workplace, and start to live out all the things they want to do.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
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    Face to face

1 Parkside, Groby, Leicester, Leicestershire, LE6 0EB

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