LJ Financial Planning

Independent Financial Adviser 1, Sibley Road, Stockport, SK4 4HH
First meeting at adviser's own cost
Response rating
9.5 /10
FCA verified
9th December 2019
We focus on the core areas of Financial Planning specialising in Pensions and Investments..
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Small business
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Tristan Edwards
Where to find us

1, Sibley Road, Stockport, SK4 4HH

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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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