FGJ Financial Services Ltd

Financial Adviser (Restricted Whole of Market) The Boundary, Etchingwood, Buxted, Uckfield, East Sussex, TN22 4PT
FCA verified
16th September 2019
“Professional, competent and very helpful. I would not hesitate in recommending Julian Connelly of FGJ” - David Allman
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Julian Connelly Dip.PFS, Cert PFS (MP)
Financial Planning Adviser
Where to find us

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

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.

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

Appointed representative of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.

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