Individual Financial Planning
For the security of you & your loved ones
Our mission is to help you identify and achieve your goals.
Financial planning can be complex but we do our best to remove any obstacles between you and your money. Putting you in control and giving you clarity on what your plan is and what it is doing for you are at the core of our mission. Our team are ready to get you started, today.
Financial Peace of Mind: Priceless
We understand that everyone has different aspirations and objectives; by taking a refreshing approach to financial planning we create unique solutions for every client to ensure delivery that matches your expectations.
You can rely on us to provide you with clear, friendly advice that is individual to you. Talk to us today for a no-obligation introduction to our services.
We can advise you on the best cover meaning your family can maintain their lifestyle.
Prepare now so you can enjoy your retirement. We can assist in planning the most suitable strategy to help you achieve your life style in your retirement and effectively manage your pension.
There are many different types of investments for you and your family. We will find and advise on the right investment type according to your changing needs and risk tolerance. Our Corporate Investment Advisory will facilitate your business assets to enable even more growth and stability.
For Corporate Financial Planning advice, click here
You can rely on us to provide you with clear, friendly advice that is individual to you
At CJA Financial Planning we advise you based on what you wish your financial plan to achieve for you and your family as opposed to the more commonplace model of making your circumstances fit a generic solution.
We work closely with you to ensure that your plan delivers the results you need. We shall monitor it's progress and keep you fully informed on its performance through regular conversation. Once you have chosen your ongoing service agreement, we will help you see how your money is working for you and enable you to assess your performance. This also allow us to make continuously improved recommendations aimed to ensure that your plan remains in line with meeting your objectives.
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Financial Conduct Authority
The guidance contained within this website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK. You can access this information at any time by clicking on the Regulatory Information link at the bottom of this website.
If you wish to register a complaint, please write to CJA Financial Planning Ltd, Kimpton Road, Luton, Bedfordshire, LU2 0LA or telephone 01582 522333. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financialombudsman.org.uk or by contacting them on +44 (0) 800 023 4 567 and/or at the Financial Conduct Authority at www.fca.org.uk or by contacting them on +44 (0) 300 500 8082.