If you are looking for financial services in Sutton Coldfield, it is often because something needs attention. Retirement may be approaching faster than expected. Savings might not be delivering the returns you hoped for. Or perhaps you want reassurance that your plans still make sense as circumstances change. That is where CJP Financial Planning can help.

Working with clients across Sutton Coldfield and the surrounding areas, CJP Financial Planning offer structured, regulated financial advice tailored to real life goals. Advice is delivered in a clear, straightforward way, without unnecessary complexity or pressure.

A practical approach to financial planning

Financial planning is about understanding the bigger picture, not just individual products. CJP Financial Planning take time to assess your current position, your future aims, and any risks along the way, then put appropriate strategies in place to support long-term financial wellbeing.

Their services include:

• Investment and savings reviews
  Assessing whether existing savings are performing effectively and exploring ways to improve returns where suitable.
• Lifestyle financial planning
  Reviewing how current finances align with future plans, such as family commitments, property moves, or later-life goals.
• Protection reviews
  Looking at how you and your family could cope financially in the event of serious illness or death.
• Pension planning before retirement
  Reviewing pension arrangements and contribution levels to support your preferred retirement timeline.
• Pension planning in retirement
  Helping clients make tax-efficient income decisions under current pension regulations.
• Estate planning reviews
  Considering ways to reduce the potential impact of inheritance tax for beneficiaries.

Planning for stability, not quick fixes

Clients in Sutton Coldfield value the measured approach taken by CJP Financial Planning. Advice is focused on building resilience and supporting long-term financial goals, rather than short-term solutions. Planning aims to help you:

• Make better use of savings
• Protect income and living standards from unexpected events
• Maintain progress towards retirement
• Structure retirement income efficiently
• Organise your estate as carefully as possible

These decisions can feel complex, but the right advice helps bring clarity.

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.

Financial advice for Sutton Coldfield residents

If you are seeking a reliable financial adviser serving Sutton Coldfield and surrounding areas, CJP Financial Planning offer a professional starting point.

To arrange an initial discussion, call 01922 665040 to speak with an adviser.

Approver Quilter Financial Services Ltd 16/01/2026