CJP Financial Planning
  • 212 High Street,
    Bloxwich
    Walsall
    WS3 3LA
Are you concerned about your finances? Worried about your financial future? Looking for expert advice from a reliable Independent Financial Advisor in Walsall ? Then get in touch with the knowledgeable and professional team at CJP Financial Planning.

If you're looking for financial advice, look no further than CJP Financial Planning in Walsall.

CJP Financial Planning are a team of experienced advisors that are available to help with your financial concerns. They offer a range of services, including:

  • Investment & Savings Review
  • Lifestyle Financial Planning
  • Protection Review
  • Pension Planning (pre-retirement)
  • Pension Planning (into retirement)
  • Estate Planning Review

Investment & Savings Review

Addressing the frustration of low returns on your existing cash deposits.

Lifestyle Financial Planning

Checking if you're ready to meet major commitments at future life stages.

Protection Review

Financially coping in the event of an unexpected death or serious illness.

Pension Planning (pre-retirement)

Making sure schemes and contribution levels can mean retiring when you want.

Pension Planning (into retirement)

Making the correct tax-efficient choices under the new pension rules.

Estate Planning Review

Reducing the impact of inheritance tax for your beneficiaries.
 
 
 

CJP Financial Planning's team of advisors understand the immediate and forward-looking concerns you may have regarding financial security. They can devise plans to help you:
  • Get the most from your savings
  • Protect living standards from setbacks
  • Keep on track towards retirement
  • Structure your retirement income tax-efficiently
  • Plan your estate as effectively as possible

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

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


If you're in need of financial advice, you would be in safe hands with CJP Financial Planning. Call them on 01922 666322 or click here to get in touch.
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Totally satisfied. Very reliable and trustworthy.
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