FGJ Financial Services Ltd

Financial Adviser (Restricted Whole of Market) The Boundary, Etchingwood, Buxted, Uckfield, East Sussex, TN22 4PT
FCA verified
15th October 2018
“Professional, competent and very helpful. I would not hesitate in recommending Julian Connelly of FGJ” - David Allman
We can advise you on
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • 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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • 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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