CJP Financial Planning, located in Walsall, is a financial consultancy firm that provides independent financial advice. Their team of qualified professionals is dedicated to offering expert guidance, leveraging their knowledge and experience to address all your financial plans and needs. They provide comprehensive advice on various aspects of financial planning, aiding you in maximizing the returns from your hard-earned savings. With a commitment to delivering the best service, CJP Financial Planning strives to build long-term client relationships. They offer flexible and resilient plans, recognizing the inherent volatility in the values of pensions and investments. They emphasise that the income can fluctuate, and you may receive less than your initial investment. As experienced advisers, each with growing families of their own, they understand clients' immediate and future concerns about financial security, investment strategy, retirement income, and passing wealth on to the next generations. CJP Financial Planning is well-equipped to devise flexible and resilient plans tailored to your unique financial circumstances, providing expert guidance through their qualified staff.
UNIQUE FACTS:
• Expert Guidance.
• Qualified Advisers.
• Appointment Available.
• New Flexible Pension Rules.
3 Best Financial Services in Walsall, UK
Expert recommended Top 3 Financial Services in Walsall, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
CJP FINANCIAL PLANNING REVIEWS
As experienced advisers each with our own growing families, we understand the immediate and forward-looking concerns that you may have about financial security.
They checks your readiness to meet major commitments at future life stages.
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Lisa Lee Wealth Management Ltd is a financial planning business prioritising clients' interests and goals. Catering to private and corporate clients, the company, with over twenty-five years of experience, is committed to delivering customized solutions that address short, medium, and long-term needs and aspirations. Lisa Lee serves as the director and brings a background in financial services from the banking sector to her role. She offers comprehensive advice across all areas of financial planning. Christina Cotterill, the executive client relationship manager at the company, joins in the commitment to building enduring relationships with clients. Lisa Lee Wealth Management Ltd places clients' interests and goals at the core of their services, offering bespoke advice tailored to individual and business objectives. The company prides itself on a forward-thinking approach, planning decisions that align with clients' aspirations. Understanding each client, Lisa Lee Wealth Management Ltd listens attentively to individual circumstances, goals, attitudes, and future ambitions. This personalized approach allows them to provide bespoke financial advice tailored to each client's needs.
UNIQUE FACTS:
• Offer Advice on The Best Methods.
• Helping Them to Achieve Their Future Goals.
• Provide Protection Planning Solutions.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
LISA LEE WEALTH MANAGEMENT LTD REVIEWS
Having known Lisa for many years, I had no doubt that when my pension needs became a priority, I would want to go to her for help and advice. Together, her and Gemma ensure that things are done efficiently and with your best interest at the heart of what they're doing. Why would I go anywhere else? Thank you both.
I have found Lisa Lee to be very supportive and patient. What to me seemed very complicated and overwhelming, Lisa broke down all of the information and requirements into a conversation and format that I could understand. The back office team are also very responsive.
They have recently done business with Lisa at Lisa Lee Wealth Management Ltd, highly recommend. Very professional and pleasure to work with.
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Stalworth Wealth Ltd is a prominent financial firm based in the UK, led by Peter Stalworth, who serves as the Managing Director and Financial Adviser. The company is driven by a mission to assist clients in achieving their retirement and investment goals, securing the right home mortgage, and ensuring enduring financial security and resilience for their families. Stalworth Wealth Ltd specializes in expert advice on income planning, savings strategies, investment opportunities, and mortgage and insurance planning. Their commitment is to deliver unbiased advice and personalized solutions that cater specifically to each individual's unique needs and circumstances. Recognizing the uniqueness of each client, they emphasize that there is only one of you in this world. Stalworth Wealth Ltd aspires not only to be your financial adviser for today but for life, always ready to provide expert advice and guidance for your success. They offer a separate ongoing service with a charge to maintain a constant connection with clients. They allow them to continually assess your suitability, track your attitude to risk, and provide ongoing investment advice. The company's values, grounded in honesty, integrity, diligence, and transparency, guide their every action, always prioritizing the interests of their clients. Stalworth Wealth Ltd places great importance on active listening, taking the time to understand clients' goals and aspirations, and developing personalized strategies to meet their unique needs.
UNIQUE FACTS:
• Online Appointments.
• On-site Services.
• Professional Advice & Guidance.
• Free Credit Report.
• Independent Advice.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
STALWORTH WEALTH LTD REVIEWS
I recently had a great experience with my financial adviser, Peter. He is very knowledgeable and provided me with excellent, personalised advice and recommendations that matched my financial goals. He is extremely personable and provided very good customer service, both of which made the whole process stress free and easy. I have already and will continue to highly recommend his financial services.
I cannot recommend Pete enough. Whether you're a first-time homebuyer or seeking to refinance your mortgage, their expertise, professionalism, and outstanding customer service will exceed your expectations. My experience with him was nothing short of exceptional. Thank you, Pete and Molly, for helping us secure the best mortgage deal and making the entire process easy !!!!
Pete has helped us get a new mortgage deal as well as give us some great advice regarding future financial plans. Very thorough and always makes the process very easy and stress free from start to finish. We couldn't recommend him enough.
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