L J Financial Planning Limited

Independent Financial Adviser  17 Aldercroft, OLD COULSDON, CR5 2SN
check
FCA authorised
Last authorised 13th September 2021
To fully support your life plans, I adopt a three stage approach - working with you as a Life Planner, Financial Planner and Financial Adviser. In simple terms I need to understand where you are now and what you want to achieve in the future.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group private medical insurance
check
Group risk
check
Long term care
Meet our advisers
Antony John Flynn
Retirement & Wealth Preservation Adviser
About us

As a Senior IFA of many years standing, I’ve twice been the recipient of Financial Times Investment awards.

To understand how best to support you, I first need to spend time listening and working with you. We'll work through the three stages to identify your long-term goals. We'll have regular reviews to ensure that you remain on track to achieve your financial security. By doing so, I build and maintain long-term relationships, and as a result, I have clients who I’ve been helping to achieve their goals for over 25 years.

Our services

Life Planner – I need to get to know you - where you are now and your future goals. By describing your lifestyle, the things which you've been dreaming of ‘one day' - perhaps travelling, buying your forever home in the country or funding special family occasions.

Financial Planner – in this stage we’ll develop detailed cashflow forecasts. You may be worrying that your income will run out in retirement and you won't be able to support yourself and your family; you may be relieved to discover that you have the right level of wealth to achieve your dreams, and that you can retire earlier than you thought; or you may have too much capital and need ways to mitigate Inheritance Tax in the future.

Financial Adviser – this is the final stage. Having worked through the first two stages we may find that your overall planning may need some realignment in order to achieve your future plans. Or it may be that you need some additional advice on pensions, investments, life cover, trusts etc.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

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

17 Aldercroft, OLD COULSDON, RH4 1DW

Similar advisers near you

Independent Financial Adviser 0.39 mi
Independent Financial Advisers
 
Independent Financial Adviser 3.67 mi
We don't use special offers; we believe our fees are already competitive! Independent advice from an experienced Chartered Financial Planner.
 
Independent Financial Adviser 3.83 mi
Truly Independent Financial Advice for everyone. Contact Carl Weller on <phone number hidden> for a no-obligation consultation.
 
Independent Financial Adviser 3.95 mi
Blacktower has been providing holistic financial planning advice since 1986. Pension Transfers | Investments | UK Financial Planning | Advice for EU/EEA/UAE residents | Cross-Border Planning | US Connected Individuals