EJS Financial Planners Ltd

Independent Financial Adviser E J S Financial Planners Ltd, 2nd Floor, 18 Crendon Street, High Wycombe, Buckinghamshire, HP13 6LS
First meeting at adviser's own cost
Response rating
9.3/10
FCA verified
13th August 2018
The combination of expertise, knowledge and passion in our team makes a real difference to our clients' financial outcomes.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Small business
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
Meet our advisers
Jason Ogelman DipPFS
Director
Emma Duncan B.Sc. (Hons) DipPFS
Director
Sue Smith DipFA Adv DipFA Chartered MLIBF
Associate Director
Where to find us
About us

A well-established firm providing advice in all aspects of financial planning for both private and corporate clients. With specialists in investment management, pre and post retirement planning, personal and business protection, tax planning strategies, personal and business offshore investing, and estate planning, you can be assured you will receive totally independent and well-thought through financial advice.

We build a long lasting relationship with our clients, developing an ongoing strategy and continue the process with regular reviews to help ensure your objectives are met. Above all, our greatest testament lies in the long-term relationships we develop with clients.

Our services

Building valued long term relationships with our clients

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0

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