FGJ Financial Services Ltd

Restricted - Whole of Market  The Boundary, Uckfield, East sussex, TN22 1AG
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FCA authorised
Last authorised 18th May 2020
“Professional, competent and very helpful. I would not hesitate in recommending Julian Connelly of FGJ” - David Allman
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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Income protection insurance
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Large business
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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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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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Long term care
Meet our advisers
Julian Connelly Dip.PFS, Cert PFS (MP)
Financial Planning Adviser
About us

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.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Advice methods
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    Face to face

The Boundary, Etchingwood, Buxted, Uckfield, East Sussex, TN22 4PT

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