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  11. Fleming & Co Wealth Management

Fleming & Co Wealth Management

Independent Financial Adviser  L J Financial Planning, Warrington, Cheshire, WA1 1GG
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FCA authorised
Last authorised 7th June 2021
Chartered Financial Planners offering independent financial advice, specialising in pensions, investments and life assurance.
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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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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Critical illness
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Life insurance
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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
Meet our advisers
MR Matthew Fleming FPFS Certs CII(MP&ER)
Chartered Financial Planner
About us

We provide truly independent financial advice, with a friendly but professional approach and we take time to get to know our clients and their individual requirements. Our initial meeting is free and we welcome any questions by telephone or email before we meet.

Once we get to know you, we can help to decide if we are able to add value to your existing or future plans and if we can, we can explain in simple terms how we can help and what it will cost. We pride ourselves on a clear cost structure and you will be kept informed at each stage of the process.

Fleming & Co Wealth Management Ltd, is an appointed representative of LJ Financial Planning Ltd, a well established firm of Chartered Financial planners based in the North of England. Independent status ensures recommendations are entirely in the interest of our clients, with genuine access to the whole of the market.

Our services

We provide a holistic approach to new clients wishing to review their investment / financial strategy and/or their long term financial plan. This usually includes a review of any existing pensions and investments and we can provide tailored regulated financial advice to help meet agreed financial goals.

We provide written recommendations that are tax efficient, with particular expertise in helping to mitigate inheritance tax, income tax and capital gains tax.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

L J Financial Planning, 750 Mandarin Court, Warrington, Cheshire, WA1 1GG

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