L J Financial Planning Limited

Independent Financial Adviser  17 Aldercroft, Dorking, Surrey, RH4 1DW
First meeting at adviser's own cost
Wealth Preservation is one of the most important aspects of financial planning. It always requires a bespoke wealth management solution designed to meet your needs precisely. We do this by carefully understanding your long term needs and objectives providing you with cash flow forecasting throughout your retirement. The process of wealth management is about investment risk, protecting assets in uncertainty, reducing tax exposure and ensuring that solutions are flexible and adaptable for any changes in the future. Importantly our client approach means you will always be in control of your solution. Depending on your specific needs we will manage your money in one of two ways; either via our diversified portfolios that have exposure to the broadest range of asset classes. We work with you to adjust the composition of their portfolio when appropriate. Alternatively, we will provide a dedicated investment manager offering a Discretionary Fund Management service who will work with you at even closer level.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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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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Critical illness
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Healthcare
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Life insurance
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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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Employee benefits
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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 private medical insurance
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Group risk
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Antony John Flynn
Retirement & Wealth Preservation Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

Accreditations
Certified Financial Planner Chartered Financial Planner ISO 22222- Personal Financial Planning
About us

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

I deal with a full range of clientele ranging from medium to HNW individuals. A solutions-focused provider with extensive technical knowledge, I have the ability to unravel and address complicated financial planning situations. Personable and dedicated, I build and maintain an individual approach with each of my clients, seeking to provide them with the best possible outcome. I work with them to tailor long term bespoke financial plans which meet their individual needs.

Qualifications:

Level 4 Diploma in Financial Planning (DipPFS)
G60 Advanced Pensions
G10 Taxation & Trusts
CF8 Long Term Care
RO1 Financial services, regulation and ethics
FP1 Regulatory paper
FP2 Protection savings and investments products
FP3 Identifying and satisfying client’s needs
The Financial Planning Certificate (FPC)
AF7 Pensions Transfer (pending)
ER1 Equity Release
PFS Member of the Personal Finance Society
London Institute of Banking and Finance Diploma in Advanced Pensions

My focus over many years has been on providing a first-class service to all clients that have engaged me as their adviser. I’m a firm believer in developing and maintaining long-term relationships and as a result I have a number of clients who I’ve been advising for over 25 years.

Our services

I provide clients with detailed forecasts which gives them a clear understanding of their financial position, both now and in the future, helping them make sound, rational financial decisions in line with their individual risk profiles.

I provide a wide range of investment and savings advice (including traditional ISA, unit trust and OEICS, investment bonds, both onshore and offshore, to more specialist plans such as employer share schemes and advice on the taxation benefits available).
Retirement advice includes Final Salary pension
transfers when appropriate, pension consolidation, FAD, annuities and hybrid arrangements – each dependent upon specific client needs.

Most recently I’ve been providing expert advice and guidance in a role as an Adviser to clients by creating detailed forecasting using specialised cashflow forecasting and using an in depth Investment analysis to provide holistic financial planning.

Where to find us
Head office address: 17 Aldercroft, OLD COULSDON, SURREY, CR5 2SN
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 25th May 2020

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