R S J Financial Planning (West Derby)

Independent Financial Adviser  375 Eaton Road, Liverpool, Merseyside, L12 2AH
Independent financial advice on pensions, investments, financial planning, life assurance and many other areas
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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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Capital gains tax
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Estate planning
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Taxation planning
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Corporate pension
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Employee benefits
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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 income protection
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Group life insurance
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Group private medical insurance
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Sharia finance
Response rating
7.0/10
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FCA authorised
Last authorised 6th July 2020
Meet our advisers
Richard Bridge
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
I have been a Financial Services client for many years. I have received investment, pensions and business advice. The team are friendly and approachable and I would definitely recommend their services to anyone looking for professional independent financial advice.
Mr E E Dudley, Liverpool
About us

RSJ Financial Planning* began its practice in 1986 as an Insurance Broker and Independent Financial Adviser.

RSJ’s team is among the most experienced in the industry, committed to understanding your financial requirements and using their skills to assist in the planning, growth and development of your own financial strategy.
As they are independent, clients enjoy financial advice that is impartial. RSJ Financial Planning is not ‘tied’ to promoting products from only one company or from a limited range of companies.

RSJ will agree a level of service in advance with you, so you know what to expect and that your financial plans are updated as your circumstances change.

For more information about RSJ Financial Planning please visit their website.

* RSJ Financial Planning is a trading name of Campbell Insurance Services Ltd.

Our services

We are committed to understanding your financial requirements and using our skills to assist in the planning, growth and development of your own financial strategy

Where to find us
Head office address: 375 Eaton Road, West Derby, Liverpool, L12 2AH
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 6th July 2020

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Whether its pensions, investments or life cover please contact me for a friendly chat.