We provide regulated independent financial advice, with a friendly approach and we take time to get to know our clients and their 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. Matt Fleming FPFS is the company director and a Chartered Financial Planner / Fellow of the Personal Finance Society so you can be assured the advice you receive is supported by the highest level of skills and knowledge in the industry.
Our valued clients remain with us for many years, often recommending family and friends as they value our ethical approach which always puts clients first.
We provide advice to new clients wishing to review their investment 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.
L J Financial Planning, 750 Mandarin Court, Warrington, Cheshire, WA1 1GG
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