Our Approach & Values
We understand that one size doesn't fit all
Every business is unique and thus, all of our Corporate Planning programmes are specifically tailored to match your specific business needs.
We work closely with you to provide a personalised plan that has you at its heart and we will not confuse you with technical jargon and reams of unnecessary documentation.
Financial planning can be complex but we do our best to remove any obstacles between you and your money by putting you in control and giving you clarity on how your plan will work for you.
Our Core Values direct our everyday choices; our behaviour and how we deliver our service. In essence, they make us who we are:
- Result driven; for our clients and for our own business
- Client focused; constantly researching the market to develop our clients’ portfolios
- Collaborative & transparent; keeping you abreast of your portfolio performance
- Responsible; offering solutions that offer solid, long-term financial rewards
What Our Clients Say
"I have found the service at CJA to be impeccable and it is an absolute pleasure working with this company. It is proactive and positive with no problem being too small or too large for it to find the best possible solution to suit my personal circumstances. Busy executives are seeking this type of professionalism and, based on my experience with the quality of advice and attention to detail, I am pleased to recommend this firm to my business contacts and friends in preference to, perhaps, better known and larger organisations. Well done CJA, keep up the excellent work!"
"My husband and I are working hard to give our children a solid start in life. We now have the right protection in place that should the unthinkable happen, the kids will be financially secured well into adulthood. This peace of mind this brings us is indescribable."
"Sat has provided financial advice around our personal and business affairs since 2014. We have been, and continue to be, impressed by his understanding of both our 'as is' position and future goals. His friendly yet professional approach is refreshing, as also is his straight forward well balanced guidance."
"We have used CJA for the past 36 months and they've really helped us align our staff benefits offering, helping us attract and retain the best people."
"We rely on some fantastic people in the daily running of our business; knowing we protect them the best way possible and thus the business too, is just fantastic."