PJL Financial Services Ltd

Independent Financial Adviser  55B High Street, Rugby, Warwickshire, CV21 4EG
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FCA authorised
Last authorised 14th June 2021
We treat every client individually and all our advice is bespoke to you!
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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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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Accident & sickness
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Buildings and contents
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Critical illness
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Income protection insurance
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Life insurance
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Small business
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Estate planning
Meet our advisers
Mark Neal
About us

We are a local Independent Financial Services company. We offer financial advice on Savings & Investments, Retirements Planning, Estate Planning, Protection and Mortgages. We also have our own in house Pension specialist adviser foe define benefit and define contribution schemes.

Our services

We will look at each individual and advise you honestly. That might mean us saying to you, 'do absolutely nothing' as what you've done and already have is right for you. Whether it be just looking at what you already have, or setting up new plans, we will always do right by you.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
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
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

55B High Street, Hillmorton, Rugby, Warwickshire, CV21 4EG

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