1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. North West
  6. breadcrumb-arrow
  7. Cheshire
  8. breadcrumb-arrow
  9. Northwich
  10. breadcrumb-arrow
  11. LJ Financial Planning

LJ Financial Planning

Independent Financial Adviser  Sibley Road, Stockport, SK4 4HH
check
FCA authorised
Last authorised 3rd May 2021
We focus on the core areas of Financial Planning specialising in Pensions and Investments..
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
Stakeholder
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Long term care
Meet our advisers
MR Tristan Edwards
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.

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

Sibley Road, Stockport, SK4 4HH

Similar advisers near you

IJP Wealth Management Ltd
Restricted - whole of market 0.18 mi
Chartered Financial Adviser specialising in Pension advice for all types of pensions including Final Salary Pension Transfers
 
See profile
CRS Consultants Limited
Independent Financial Adviser 0.34 mi
We aim to give impartial, independent advice, to look after our clients as we would wish to be dealt with
 
See profile
Murray Smith Financial Services Ltd
Independent Financial Adviser 0.39 mi
 
 
See profile
ClearPlan Financial Services Ltd
Independent Financial Adviser 0.6 mi
ClearPlan provides tailored Independent Chartered Financial Planning solutions. We guide our clients to achieve financial security through informed decision making.
 
See profile