FGJ Financial Services Ltd
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Business
- Corporate pension
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
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Financial planning
- Wealth management
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Income protection insurance
- Large business
- Life insurance
- Small business
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Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Long term care
- Long term care
We’re here to help you meet all your financial planning needs as you move through the different stages of your life.
Pensions, for example, have changed a lot lately, so it’s never been more important to get good quality advice on areas such as using your tax efficient savings allowances, or on taking your pension benefits.
Remember, your needs will be unique, which is why we pride ourselves on delivering a personal service. Through our regular meetings with you, we’ll ensure that we continue to provide you with the best possible financial solutions.
Services I offer my clients:
- Investments ISAs, OEIC, Investment bonds.
- Retirement Planning Options, inc Drawdown.
- Inheritance tax Planning.
- Mortgages from the Whole of the market.
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