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  11. LJ Financial

LJ Financial

Independent Financial Adviser  750 Mandarin Court, WARRINGTON, WA1 1GG
First meeting at adviser's own cost
We offer holistic Financial Planning advice and specialise in Investments, Pensions & Retirement Planning.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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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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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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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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Group private medical insurance
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Group risk
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Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
8.0/10
phone Show number
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Graham Duggan

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

We provide independent financial advice to individuals. business owners and companies to help plan for their financial futures. This is delivered by a constantly growing team of experienced advisers who are supported within the firm by compliance, technical, paraplanning, sales support and finance teams using the latest technology and market leading products to deliver the best possible solutions for clients.

Our services

We help clients across all aspects of their financial planning. This includes pensions, investments, protection and mortgages,as well as tax and trusts, business planning, and long term care.

Every solution is in consideration of every clients individual circumstances, and thanks to our independence we are not limited to the breadth of providers and services we can offer.

Where to find us
Head office address: 750 Mandarin Court, WARRINGTON, WA1 1GG
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
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.

Make an enquiry Request a call back Recommend to a friend
Response rating
8.0/10
phone Show number
check
FCA authorised
Last authorised 13th September 2021

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