EJS Financial Planners Ltd

Independent Financial Adviser  E J S Financial Planners Ltd, High Wycombe, Buckinghamshire, HP13 6LS
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FCA authorised
Last authorised 18th October 2021
The combination of expertise, knowledge and passion in our team makes a real difference to our clients' financial outcomes.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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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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Stakeholder
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Wealth management
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Ethical investments
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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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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
MRS Sue Smith DipFA Adv DipFA Chartered MLIBF
Associate Director
MS Emma Duncan B.Sc. (Hons) DipPFS
Director
MR Jason Ogelman DipPFS
Director
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

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

E J S Financial Planners Ltd, 2nd Floor, 18 Crendon Street, High Wycombe, Buckinghamshire, HP13 6LS

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