OUR SERVICES
Our Services
Regardless of the individual plan the client can expect to hear from PJ financial services on a regular basis, with telephone calls and email updates on financial matters. Each client has an interactive financial factfind, which we will update on a regular basis. We are always at the end of the phone and willing to discuss your portfolio.
Our 4 major services include:
Investment
- Individual Savings Accounts (ISAs)
- Collective Investment Trusts
- Discretionary Fund Management
Our Strategic Partner
Mortgage
- First Time Buyers
- Remortgage and Capital Raising
- Buy to Let / Let to Buy
Insurance
- Life Insurance
- House Insurance & Travel Insurance
- Whole of Life Insurance
- Term Insurance
- Income Protection
Pension
- Personal Pension / Stakeholder Pension
- Schemes for Transferring Pension Benefits
- Self-Invested Personal Pensions (SIPPs)
* Retirement Health & Lifestyle Form
Download Form
(Please fill in the form and send it back to us by email for advisory)
PJ Financial Services is Authorised and Regulated by the Financial Conduct Authority, under the Financial Services Register Number 302170.