KJA Financial Services Ltd

Independent Financial Adviser K J A Financial Services Ltd, 1 Wharfe Mews, Cliffe Terrace, West Yorkshire, Wetherby, LS22 6LX
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
19th August 2019
KJA Provides A comprehensive, no obligation FREE REVIEW of your pensions and investments.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Liam Healy
Senior adviser
Accreditations
Chartered Financial Planner
adviser-person
James Schofield
Senior adviser
Accreditations
Chartered Financial Planner
adviser-person
Emma Indergaard Dip PFS
Senior adviser
adviser-person
Peter Drinnan Ba Hons, Dip PFS
Managing Director
adviser-person
James Rossington
Senior adviser
adviser-person
Mark Homer
Senior adviser
Accreditations
Chartered Financial Planner
Where to find us

K J A Financial Services Ltd, 1 Wharfe Mews, Cliffe Terrace, West Yorkshire, Wetherby, LS22 6LX

Make an enquiry
About us

Established since 2004. KJA is a family owned Chartered firm of high quality independent financial advisers. We are fully qualifies across all areas, especially Defined Benefit pensions and investment planning.

Our services

We are a family run company offering a highly personal service at very competitive rates. At the centre of everything we do is the client and we will treat you with care and attention. We have long term, happy clients who regularly recommend us to others.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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