LJ Financial Planning Ltd - Jim Coudis

Independent Financial Adviser  750 Mandarin Court, Warrington, Cheshire, Warrington, Cheshire, WA1 1GG
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FCA authorised
Last authorised 2nd August 2021
We provide independent financial advice to business owners, companies and individuals to help plan for their financial futures.
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 & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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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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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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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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Estate planning
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Taxation planning
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Long term care
Meet our advisers
Mr Jim Coudis
About us

LJ Financial Planning was formed in 2004. Our head office is in Warrington however we provide advice and services throughout the UK through our network of qualified and professional independent financial planners and mortgage advisers.

Our services

All advisers within the firm commit to undertake regular and ongoing ‘continuous professional development’ to maintain and improve their knowledge and skills across all financial planning areas. Many advisers within the firm have also gained higher level qualifications and individual Chartered status and Fellowships through our in-house exam training academy.

All of the products and services that we offer are tailored to meet our clients’ objectives, providing a personal approach to a complex financial world.

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

750 Mandarin Court, Warrington, Cheshire, Warrington, Cheshire, WA1 1GG

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