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