Working alongside LJ Financial Planning Limited, we build long term relationships with our clients. In the UK there are only a small number of financial adviser firms who have been awarded the prestigious ‘Chartered Financial Planning Status’, LJ Financial Planning is one of them. We are independent, our only tie-in is our loyalty to our clients.

I started advising clients back in 1998. I believe that testament to what is I do is the fact that 80% of new clients come from referrals from existing clients. I actively encourage clients to contact me at with any query they may have, my role is to provide advice, support and financial peace of mind.

I’ve been married to Mandy for 19 years and we have two children – Jake 15 and Lucie 13. When I’m not being ‘dad’s taxi’ I keep fit by playing football, squash, swimming and cycling. I’ve had a season ticket at Blackpool Football Club for 25 years and go to the games with Jake.

 

Want to find out more?  Give me a call on 01704 862 200 or drop me a line here.

You can find out more about me by taking a look at my LinkedIn profile.

 

To find out what our clients think please click here.
If you would like to speak to one of our existing clients before deciding whether to work with us please let us know and we will arrange this for you.  It’s important that you feel entirely comfortable in working with us, helping you secure financial peace of mind.