LJ Financial Planning

Independent Financial Adviser 750 Mandarin Court, Warrington, WA1 1GG

First meeting at adviser's own cost

Response rating

7.0 /10

18th November 2019

We specialise in pensions (including Final Salary Pension Schemes), Investments and Protection, also we advise on all aspects of mortgage.

We can advise you on

Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- SIPPs
- Stakeholder
Mortgages
- Bad credit
- Building your home
- Buy to let
- Buying commercial property
- Buying first home
- Equity release
- Flexible mortgages
- High loan to value
- Mortgage protection
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
Financial planning
- Wealth management
Investments
- ISA / Unit Trusts / OEICs
- Investing for income
- Investment trusts
- OEICs
- Unit trusts
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Insurance & protection
- Critical illness
- Income protection insurance
- Large business
- Life insurance
- Small business
Tax & trust planning
- Capital gains tax
- Estate planning
- Taxation planning
Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group ISA
- Group Pension/Stakeholder
- Group Protection/Life Insurance
- Group critical illness
- Group income protection
- Group life insurance
- Group private medical insurance
- Group risk

Make an enquiry Request a call back 08000 549806 Recommend to a friend

Meet our advisers

Graham Carney

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

MAQ - Mortgage Advice Qualification (CII)

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

ER1 - Equity Release (CII)

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

DipFA - Diploma for Financial Advisers (LIBF)

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

FP1 - Financial services and their regulation (CII)

This exam accesses understanding of the financial services and their regulation.

FP2 - Protection, savings and investment products (CII)

This exam accesses understanding of protection, savings and investment products.

FP3 - Identifying and satisfying client needs (CII)

This exam accesses understanding of identifying and satisfying client needs.

AF8 - Retirement income planning (CII)

This qualification accesses the advanced skills needed for advising on income planning to those in and approaching retirement

Where to find us

750 Mandarin Court, Warrington, WA1 1GG

Make an enquiry

About us

LJ Financial Planning Limited was formed in 2004 by the current shareholders and directors of the firm, all of whom have worked within financial services for over 20 years. We are based in Warrington in the Northwest of England however we provide advice and services throughout the UK via our network of qualified and professional independent financial planners.

Our services

We provide independent financial advice to business owners, companies and individuals 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.

Compliance

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

Make an enquiry Request a call back 08000 549806 Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- SIPPs
- Stakeholder
Mortgages
- Bad credit
- Building your home
- Buy to let
- Buying commercial property
- Buying first home
- Equity release
- Flexible mortgages
- High loan to value
- Mortgage protection
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
Financial planning
- Wealth management
Investments
- ISA / Unit Trusts / OEICs
- Investing for income
- Investment trusts
- OEICs
- Unit trusts
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Insurance & protection
- Critical illness
- Income protection insurance
- Large business
- Life insurance
- Small business
Tax & trust planning
- Capital gains tax
- Estate planning
- Taxation planning
Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group ISA
- Group Pension/Stakeholder
- Group Protection/Life Insurance
- Group critical illness
- Group income protection
- Group life insurance
- Group private medical insurance
- Group risk

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£20,000

Minimum pension value

£20,000

Minimum mortgage value

£0

Make an enquiry Request a call back 08000 549806 Recommend to a friend

Contact options

Make an enquiry Request
a call back 08000 549806 Recommend to a friend

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