I have had the pleasure in knowing Jim Coudis for around twelve years.
From the very start he made me feel comfortable discussing financial matters and going into great detail to help me understand and make the right decisions for me.
I feel in this day and age with technology as it is, that man management has deteriorated, and many matters are dealt with over the telephone or by emails and the personnel touch has gone. I am so glad to say that Jim is very much a person to person advisor. He prefers to discuss what can be very important issues for many people, like myself, details of financial planning, by meeting his clients and building up a trusting and friendly professional relationship.
I have recommended him to other members of my family and I would not hesitate in recommending him to anyone thinking of seeking financial advice knowing that Jim would give them the very best of his knowledge from his years of experience.
Christine Hilton, Newton Le Willows
I was contacted by Jim in 2017 after I had requested a pension review. Jim took details of all my pensions including a former defined benefits scheme in a face to face meeting. Jim contacted all my pension holding companies for a transfer value. Jim explained the necessary steps and identified a suitable SIPP to transfer to and then gave an excellent presentation of the results. There was advice but no pressure. I decided to take early retirement on the basis of Jim's advice. Jim tries not to use jargon but will explain everything where needed. I have retained Jim as my advisor for ongoing pension management. Jim's knowledge and advice has been very comforting during the COVID pandemic. I would recommend Jim to people as a financial advisor.
Stuart Hill, Runcorn / Cheshire
Pension & Investment advice.
Jim has been my Financial advisor for four years now. Always professional, well presented and more important gives an excellent service to the customer. Especially through recent unprecedented turbulent times. Jim will break things down and explain exactly want the product contains, what is suitable and planned to deliver in this result driven industry. Is knowledgeable and talks things through in a clear way. This is conducted always in a non-patronising manner.
Follows up with well-presented reports, detailing exactly what has been agreed. No ambiguity.
Very friendly, approachable and makes himself available when needed.
Peter Corkill, Liverpool
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.
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.
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