Djr Financial Planning Ltd

Financial Adviser (Restricted Whole of Market) 1 Parkside, Groby, Leicester, Leicestershire, LE6 0EB
FCA verified
20th August 2018
An advisory service for clients in the Leicestershire area focusing on outcomes, delivered with honesty, dependability and trustworthiness.
We can advise you on
    • Buy to let
    • Equity release
    • First time buyers
    • Remortgage
    • Residential
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Annuity purchase
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Wealth management
    • Estate planning
Meet our advisers
adviser-person
David Roberts DipPFS
Independent Financial Adviser
Where to find us
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
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.

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

DJR Financial Planning Ltd is an appointed representative of IN Partnership the trading name of The On-Line Partnership which is authorised and regulated by the Financial Services Authority. Registered address is 50-56 North Street Horsham West Sussex RH12 1RD. Company number 3926063.

Similar advisers near you

Independent Financial Adviser 1.5 mi
Financial Advice based on Trust, Integrity and Independence. Advisers in Leicester & Burbage.
 
Independent Financial Adviser 2.68 mi
We offer Free No Obligation Pension Reviews, whether it be a Final Salary Scheme; a SIPP or a Personal Pension
 
Independent Financial Adviser 3.15 mi
There is no such as thing one-size-fits-all. Our service is designed to ensure your financial plan is specific to you.
 
Financial Adviser (Restricted Whole of Market) 3.56 mi
Mark Briggs is a diploma qualified financial adviser he lives in Leicester and could be your local adviser.