LJ Financial Planning

Independent Financial Adviser  750 Mandarin Court, Crewe, Cheshire, CW1 2ER
First meeting at adviser's own cost
We offer holistic Financial Planning advice and specialise in Investments, Pensions & Retirement Planning.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Wealth management
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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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Lump sum
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Regular savings
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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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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Long term care
Response rating
7.8/10
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FCA authorised
Last authorised 23rd January 2020
Meet our advisers
Sam Cartwright DipPFS, Cert CII (MP & ER), AIPW

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

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

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.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

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.

Where to find us

750 Mandarin Court, Warrington, WA1 1GG

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
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
7.8/10
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FCA authorised
Last authorised 23rd January 2020

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