If you are searching for trusted financial services in Lichfield, it is usually because something is on your mind. Retirement feels closer than expected. Savings are not working as hard as they should. Or maybe you simply want reassurance that your financial plans are heading in the right direction. Those moments call for clear, professional advice, not guesswork.

That is where CJP Financial Planning come in.

Based in Walsall and working with clients across Lichfield and the surrounding areas, CJP Financial Planning provide straightforward, regulated financial advice built around real life goals. No sales talk. No overpromising. Just careful planning, sensible strategies, and honest conversations about your financial future.

Clear advice, built around real life

Financial planning is rarely about just one product. It is about how today’s decisions shape tomorrow’s options. CJP Financial Planning take a practical approach, looking at where you are now and where you want to be, then putting sensible steps in place to help you get there.

Their services cover a broad range of financial needs, including:

• Investment and savings reviews
  Helping address concerns around low returns and making sure existing savings are working efficiently.
• Lifestyle financial planning
  Checking whether current plans support major life stages such as moving home, family changes, or future commitments.
• Protection reviews
  Reviewing financial resilience in the event of serious illness or death, and identifying suitable protection where appropriate.
• Pension planning before retirement
  Making sure pension schemes and contribution levels align with when and how you would like to retire.
• Pension planning in retirement
  Helping you make tax-efficient income choices under current pension rules.
• Estate planning reviews
  Exploring ways to reduce the potential impact of inheritance tax for beneficiaries.

It is methodical work, but it matters. Small adjustments now can make a meaningful difference later.

Supporting long-term financial confidence

Clients across Lichfield choose CJP Financial Planning because the focus is always on long-term stability, not short-term wins. Advice is designed to help you:

• Make the most of your savings
• Protect your standard of living against unexpected setbacks
• Stay on track towards retirement
• Structure retirement income in a tax-efficient way
• Plan your estate as effectively as possible

These are not quick decisions. They deserve careful explanation and steady guidance.

Important information

The value of investments and pensions, and the income they produce, can fall as well as rise. You may get back less than you invested.

Tax planning and estate planning are not regulated by the Financial Conduct Authority.

Looking for a financial adviser in Lichfield?

If you would like professional financial advice from a firm with a strong local presence and clients across Lichfield and nearby areas, CJP Financial Planning offer a reliable place to start.

To speak with a financial adviser, call 01922 665040 or get in touch to arrange an initial discussion.

 Approver Quilter Financial Services Ltd 16/01/2026