Just Financial Group Ltd.

Independent Financial Adviser  7 SIDMOUTH CLOSE, ST HELENS, MERSEYSIDE, WA10 6BW
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FCA authorised
Last authorised 1st March 2021
Our Chartered Advisers provide clear, honest and bespoke Independent financial advice based on every client's individual needs and circumstances.
We can advise you on
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Annuity purchase
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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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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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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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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Small business
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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
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Group private medical insurance
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Sharia finance
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Long term care
Meet our advisers
Mr Phil Barrigan BSc CFP MCSI DipIP
Cerfitied Financial Planner
About us

We are a boutique and highly ethical Independent Financial Advisory firm.

All our advisers hold the esteemed Chartered Financial Planner status from the Chartered Insurance Institute (CII) and Personal Finance Society (PFS) or the Certiified Fnancial Planner status of the CISI. With a combined industry experience of over 75 years in the investment and pension planning sectors, our hands-on chartered advisers are well placed to guide you on your financial decisions.

We have a fantastic client support team who work alongside our advisers in providing each and every client (and we truly mean 'EACH and EVERY') with an impeccable level of service and more importantly clear, honest and unbiased advice on matters relating to their finances.

We provide a service that is advice led, as opposed to product-driven. We do that through ensuring all our staff have the right morals and ethos and are highly skilled and up to date with market opportunities, legislation changes and developments.

Our services

We invest all of our time, effort, resources and hard-work in our clients, as they invest in us.
We take great pride and consider it an honour that our clients have been loyal to us over so many years and this is a responsibility we do not take lightly.

Your needs, aims & aspirations are important to us and crucial in designing your bespoke financial plan which, will consider your business / personal investments, family commitments and planned retirement goals. As a result, you will gain clarity out of complexity, ultimately feeling more relaxed and secure about your financial future.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Advice methods
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    Face to face

7 SIDMOUTH CLOSE, WINDLE, ST HELENS, MERSEYSIDE, WA10 6BW

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