PRofessional advice

with a personal touch

Welcome to ACJ Financial Planning, where your financial goals take centre stage

With nearly two decades of combined industry experience, we’ve learned that exceptional financial advice begins with truly understanding you—your ambitions, your priorities, and your unique circumstances. Only by focusing on these, can we design financial plans and recommend solutions that align perfectly with your goals.

We’re proud to offer a comprehensive range of services, from retirement and investment advice to later-life and inheritance tax planning, coupled with our mortgage and protection advice, our approach is far more than transactional. It’s about building lasting relationships and providing lifelong support, adapting to your needs as they evolve.

  • The Best Financial Advice

    We used Chris at ACJ Financial and cannot recommend him enough. One of the first questions was about what we wanted to achieve, for us a life abroad having retired early was our dream . He dealt with our mortgage and organised our pensions, providing options of the best way to invest with forecasts of our future finances also allowing for the difference in taxation. Nothing was too much trouble and we always had full confidence in everything he did for us. We are now living our dream and in no uncertain terms it is only as a result of the help and advice we received from Chris at ACJ. If you are looking for financial advice we can’t recommend them highly enough.

    MR AND MRS H, WARWICKSHIRE

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PROuD TO Support the ourjay foundation

OurJay Foundation aims to raise awareness of the importance of having 24/7 publicly accessible automated external defibrillators. They also aim to raise funds to purchase and install accessible defibrillators across Rugby, Warwickshire and further afield to get these vital accessible defibrillators into as many publicly accessible sites as possible.

We are proud to have selected the OurJay Foundation as our charity partner, and continue to raise as much as we can through our client referral schemes and events. Over the last 12 months, we hosted our 2nd Annual Charity Quiz night in February and in August 2024, we sponsored a CPR & Defibrillator demonstration alongside our Fitness Fundraiser on the same day. We aim to improve potential life-saving skills in the community, while raising additional funds for the charity to support the installation of as many of these life saving devices across our community.

Click the link below to learn more about the amazing work that the charity does in our local community.

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We’d Love to hear from you

A conversation costs nothing. Our initial meeting is completely free of charge, giving you the chance to learn more about how we can help you with your financial goals and what services we offer.

If you have any questions or would like to discuss how we can assist you, please don’t hesitate to get in touch. You can use the contact form below, or call our office on 01788 648108 or info@acjfinancialplanning.co.uk