We can help you maximise your assets to help you achieve the lifestyle you desire, both now and in the future. Just Financial Group is an independently owned financial advice practice. We are holistic financial planners, providing a bespoke service to private clients and their families, charities, trustees and businesses - including limited companies.
Just Financial Group Ltd is a practice of Chartered Financial Planners. Our team of six advisers look after clients throughout the UK. We combine strong technical expertise and attention to detail with a relaxed personal approach, so our clients know they are in safe hands. We operate to the highest ethical standards and always act with integrity to achieve the best outcomes for our clients.
Just Financial Group Ltd is a practice of Chartered Financial Planners. Our team of six advisers look after clients throughout the UK. We combine strong technical expertise and attention to detail with a relaxed personal approach, so our clients know they are in safe hands. We operate to the highest ethical standards and always act with integrity to achieve the best outcomes for our clients.
Services
Wealth planning is at the core of what we do. Your adviser will look at every aspect of your financial situation to ensure that your assets are working for you and that you are on track to achieve your desired aims, objectives & lifestyle. Your personalised package will include a bespoke sequence of recommendations to build and maximise your wealth, as well as addressing any risks, shortfalls or tax traps.
Selecting the right mix of investments is complex. Monitoring your investments can be even more difficult, knowing when to act and when to stick with the strategy is a skill that requires extensive knowledge and in-depth experience. A financial planner can offer expertise and objectivity. We take the emotion out of investing, whilst making sure your financial plan encompasses your goals, values and preferences.
With increasing life expectancy and frequent changes to pensions legislation, it is more important than ever to get expert advice. The subject of pensions can seem daunting, and many people put off making a retirement plan. But a few changes now can make a big difference to your future. The State Pension is the main source of retirement income for a lot of people in the UK.
Inheritance Tax (IHT) is not an area many may care to think about, however, having worked hard all of your life to create wealth, it is only natural that you want to pass it on to your desired beneficiaries and in the most tax-efficient manner. Getting the right advice is imperative to make sure your wealth is passed quickly and efficiently to the ones you love.
The Trustee Act 2000 (England & Wales) and Charities and Trustee Investment (Scotland) Act 2005 outline the duties and obligations of trustees. They state that Trustees must act in the way that an ordinary prudent businessperson could be expected to act.
Pay heed to standard investment criteria, namely have regard to the suitability of the investment to the Trust and the need for diversification, to the extent it is appropriate for the circumstances.Obtain and consider proper advice about how the power to invest should be exercised or the investments of the trusts varied.
Pay heed to standard investment criteria, namely have regard to the suitability of the investment to the Trust and the need for diversification, to the extent it is appropriate for the circumstances.Obtain and consider proper advice about how the power to invest should be exercised or the investments of the trusts varied.
