RJ Financial Planning Ltd
  • Bryn Melys
    SA43 2BZ
Comply with pension legislation by contacting RJ Financial Planning Ltd in Pembrokeshire to set up an auto enrolment workplace pension scheme within your organisation. They promise to make the process simple and affordable.

RJ Financial Planning Ltd 

Financial Advisors in Pembrokeshire

Did you know that recent pension legislation requires all employers to automatically enrol their staff into a workplace pension?

Read our reviews on our other page here

RJ Financial Planning Ltd help local businesses  automatically enrol employees into their workplace pension scheme to ensure they comply with legislation. 

If you own a business in Pembrokeshire and you don't know where to start with auto enrolment, call today, they will give you all of the advice you need to get started and will make setting up as easy and as straight forward as possible.

What is Auto Enrolment?

As a newly introduced legislation, Auto Enrolment requires all employers to automatically enrol some or all of their employees in to a workplace pension scheme (dependent on age and salary level).

There are many rules that make a qualifying auto enrolment pension scheme and different rules apply to different types of employees, it also requires comprehensive administrative tasks and processes including stringent reporting rules to The Pensions Regulator, and the storage of employee records.

Confused?  Then call RJ Financial Planning Ltd  today to find out whether your workplace pension is auto enrolment compliant or you need to implement a workplace pension scheme.

Watch a short video about Auto Enrolment here

How Can RJ Financial Planning Ltd  Help?

RJ Financial Planning Ltd  make setting up your pension scheme as straight forward as possible and they will provide all of the documentation, guides and information in order to make implementation just as simple.

Appreciating how much administration is required, the financial advisers will communicate with the pension administrator on your behalf and will ensure you  receive a Certificate of Registration when complete.

For a no obligation, initial consultation, call today.

Financial Services

In addition to workplace pensions, the financial advisors at JRJ Financial Planning Ltd  offer a very personal service and can provide financial advice relating to:

  • Personal Protection;

  • Business Protection;

  • Pensions and Retirement Planning;

  • Savings & Investment;

  • Inheritance Tax Planning;

  • Mortgages (Coming Soon).

One client recently said:

“I am very happy with the advice and recommendations. Richard gave a balanced approach of investment chances and risks, centering on my individual needs rather than my general perceptions. He listened carefully to my wishes and situation. I am very happy to recommend him as a financial advisor to friends, colleagues and to my children.”

 To arrange an appointment at your home or place of work in Pembrokeshire, call RJ Financial Planning Ltd  now!

Your home may be repossessed if you do not keep up repayments on your mortgage.

 There may be a fee for mortgage advice. The precise amount will depend upon your circumstances but we estimate that it will be approximately £250. You will be made aware of the exact cost based on your circumstances before any advice is given

Latest Reviews

Richard has provided an excellent service. He is reliable, courteous and has given up to date information regarding our finances. Thank you.
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