LJ Financial Planning, David Jamieson
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
This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.
Formed in 2004, LJ Financial Planning is a firm of Independent Financial Advisers that work with individuals and businesses throughout the UK to grow, protect and preserve wealth through expert financial planning.
We understand how important it is to make the most of your money and we aim to deliver outstanding service to all of our clients whatever their financial needs or aspirations.
As holders of the prestigious Chartered status, which marks out those who consistently achieve the highest standards of learning and ethical behaviour, we work to the ‘gold standard’ of planning, helping individuals and businesses to implement bespoke financial plans in an increasingly complex financial world.
We are experienced, highly-qualified financial planners that are supported by an excellent behind-the-scenes team and by access to the latest technology and market-leading software.
Wanting to save for your children’s education? Planning for a comfortable retirement? Concerned your estate will be subject to inheritance tax? Or just worried that you’re paying too much tax? Whatever your needs or concerns, we understand how important it is to have complete confidence in your finances with the help of independent financial advice you can trust. At LJ Financial Planning our financial advisers are highly qualified and fully independent, which means that you’ll always receive clear and straightforward advice that’s right for you.
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
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