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  11. LJ Financial Planning - Jonathan Sharp

LJ Financial Planning - Jonathan Sharp

Independent Financial Adviser  750 Mandarin Court, Warrington, WA1 1GG
First meeting at adviser's own cost
We provide independent financial advice to help individuals plan for their financial futures. This is supported within the firm by compliance, technical, paraplanning, sales support and finance teams to deliver the best possible solutions for clients.
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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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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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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Income tax
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Taxation planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group life insurance
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Group private medical insurance
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Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 27th June 2022
Meet our advisers
Jonathan Sharp
Independent Financial Adviser

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 the mortgage process and the principles of equity release.

About us

LJ Financial Planning was formed in 2004. We provide advice and services throughout the UK through our network of qualified and professional independent financial planners.

Our services

We offer a full range of individual financial planning services including:

Care Fees Planning
Savings & Investments
Retirement Planning
Financial Protection
School Fees Funding
Tax Planning & Mitigation
Wills, Trusts & Lasting Power of Attorney

Where to find us
Head office address: 750 Mandarin Court, Warrington, WA1 1GG
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 27th June 2022

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