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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.

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1: UNDERSTANDING

Understanding your values, motives and goals:

To advise you well we need to understand what drives you. So, first things first; we need to meet up, have a chat, find out how you want your money to work for you and support the lifestyle you deserve. For this initial meeting you should bring all the information you hold on your finances and tell us in your own words what it is you would like to achieve.

2: REVIEWING

Reviewing the performance constantly:

Establishing and reviewing status quo is the starting point of any new relationship. We will assess current activity to establish what is working well for you and what should be either optimised or changed.

3: RECOMMENDING

Making our initial recommendations:

On completing a full review we will make our initial recommendations based on your goals and review these with you. Your final, tailored plan will show you how we will help you achieve your financial goals, both short, mid and long term and also how we will ensure you are always kept up to date with the latest developments.

4: MAINTAINING

Maintaining & growing the relationship:

Once established and you have chosen your ongoing service agreement, we will maintain the relationship with you through regular contact and we will be by your side throughout your financial journey. We will maintain a relationship through regular face-to-face reviews to ensure your plan remains dynamic and relevant. We are with you every step of the way so we can help your plan grow and change as your life does the same.

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.

  • PROTECTION

    • We can advise you on the best cover meaning your family can maintain their lifestyle.

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  • PENSION

    • 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.

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  • INVESTMENT

    • 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.

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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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Customer Satisfaction %

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Regulatory information

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.

Complaints
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 or by contacting them on 0800 023 4567 and/or at the Financial Conduct Authority or by contacting them on 0800 111 6768.

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