ABOUT US

Welcome to PJ Financial Services

As independent advisers, our clients benefit from us that are able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning or simply reducing costs, we consistently find the best solution to meet our clients' needs.

We provide consultancy services and help, following a personal / business financial review which takes place at a convenient time and place. Usually a review will start with a very broad discussion of our client's concerns and aspirations, before moving on to an in-depth discussion and thorough analysis.

After the initial review, we will take time to consider our client's situation, needs, priorities and agree a basis for our remuneration with our client before writing a detailed financial report. We will normally discuss our report with our client face to face in a follow up meeting during which we will fully explain our recommendations and agree affordable priorities to help achieve our client's objectives.

Our charges can be structured in one of three ways. Many of our clients prefer a fee-based approach, whilst others are more comfortable with a commission basis or a combination of fees and commissions. Whatever our clients' preference we fully disclose our fees in an open and transparent manner before confirming the agreed basis in writing.

Meet Our Team

Our team brings a unique set of skills and expertise in the financial sectors, we can provide an all-rounded review and tailor-made consultancy services for your special needs and concern.
Piers Jenkins 

DipPFS : CertCII(MP)
Independent Financial Adviser

Tel: +44 (0) 208 579 2998
Fax: +44 (0) 208 810 1721
Mob: +44 (0) 797 094 8134
Paul Everitt

FPC: Ce MAP
Independent Mortgage Broker

Tel: +44 (0) 208 579 2998
Fax:+44 (0) 208 810 1721
Mob: +44 (0) 781 302 2340
PJ Financial Services is Authorised and Regulated by the Financial Conduct Authority, under the Financial Services Register Number 302170.
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