We like to think that we're a breath of fresh air in the financial planning world. No annoying call centres, no mind-bending jargon. Just good old-fashioned personal service combined with the latest technology and research. We have distributed our team in accordance with Government instructions, however, we built Just Financial Planning to last and the team is working hard to maintain our services.
I began working in financial services in 1998. Starting as an Administrator and Paraplanner, I worked my way up and began advising clients a few years later. In 2008, after the birth of baby number two, I decided to set up on my own and launched Just Financial Planning. I had a vision: a good, honest financial service that was about finding the best solution for the individual to help them grow their assets over time.
I began working in financial services in 1998. Starting as an Administrator and Paraplanner, I worked my way up and began advising clients a few years later. In 2008, after the birth of baby number two, I decided to set up on my own and launched Just Financial Planning. I had a vision: a good, honest financial service that was about finding the best solution for the individual to help them grow their assets over time.
Services
In 2018, Just Financial Planning was awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This was an important step for the business, marking it as one of the top financial planning companies in the country. It's the highest professional standard for financial advisers.
It's generally accepted that if you want to enjoy a comfortable standard of living in retirement, you'll need to make your own provision. Yet recent reports suggest that as many as 8 out of 10 of us aren't saving enough. To live the retirement of your dreams, you'll need the right pension for your situation and objectives.
The decisions you make at retirement need to be well informed as it may not be possible to make changes later. New rules allow your pension to be passed down to your children, but don't assume this will happen automatically. You need to ensure that the pension you choose meets your needs and is suitable for you.
Many people are comfortable with investing money in a bank or building society, where they will receive interest in return. However, over the long term, the return on your money may not keep pace with inflation. This means that although your capital is still 'secure', its value has reduced in real terms as it can buy less goods and services than before.
We research the market to get you a deal which is both suitable for your circumstances and competitively priced. We'll help you avoid the pitfalls along the way. It's especially important to seek advice if you are a first time buyer. Otherwise you might miss out on government schemes and assistance which could give you a helping hand.
Reviews (3)
Ben Buckmaster
Jan 10, 2022
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Positive: Professionalism, Quality, Responsiveness, Value
Just Financial Planning are a pleasure to deal with. David worked extremely quickly to set up certain policies for us on a very tight deadline. As a new business we feel that we have found the right company to give us the best well informed financial advice for years to come.
Just Financial Planning are a pleasure to deal with. David worked extremely quickly to set up certain policies for us on a very tight deadline. As a new business we feel that we have found the right company to give us the best well informed financial advice for years to come.
Colin Ford
Dec 16, 2021
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Eric Hardy
Aug 25, 2021
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