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
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  • 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
(Please fill in the form and send it back to us by email for advisory)
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PJ Financial Services is Authorised and Regulated by the Financial Conduct Authority, under the Financial Services Register Number 302170.