“To deliver excellence in financial planning while retaining a deeply personal connection with our clients”
ABOUT US
ACJ Financial Planning was established by Chris and Jodie, a husband-and-wife team with over 18 years of combined experience in the financial services industry.
Based in the Midlands, we specialise in providing tailored financial planning services to individuals, families, and businesses.
Our expertise covers a broad spectrum of financial planning services, from pensions and retirement strategies to savings and investments, later-life planning, financial protection, and mortgages.
Our service is carefully designed to help you achieve your financial goals with greater clarity and confidence, ensuring that your plans align with your unique aspirations and priorities.
Following the completion of his Economics degree at Loughborough University, Chris pursued a career within the corporate banking sector where he developed his skills and overall knowledge of the financial sector.
Despite enjoying the large corporate environment, Chris quickly acknowledged the value of personal relationships, and felt he was always destined to deliver a service with a personal feel which is what really adds value.
As a result, he then went on to further his studies, allowing him to pursue a career as an Independent Financial Adviser where he worked at a local firm gaining the vital knowledge and experience which would eventually lead to the inception of ACJ Financial Planning, where Chris was able to offer the bespoke, personal and high-quality service that he has always aspired to provide.
Chris has obtained Chartered Financial Planner Status which represents the highest qualified practitioners of the profession and demonstrates his professional commitment to raising standards of knowledge and technical competency.
Chris Allen - Partner
Chartered Financial Planner, BSc Hons, APFS, DipPFS, CertCII (MP & ER)
chris@acjfinancialplanning.co.uk
Jodie’s career in finance began eight years ago, working initially as a part-time administrator within a local financial advice firm following the birth of her daughter.
Jodie continued to progress through the firm, developing a love for technical analysis, research and report writing and ultimately went on to study and gain the relevant qualifications to become a fully qualified financial adviser in 2020.
Following her studies, Jodie took on additional responsibilities including business compliance, alongside continuing to develop her technical knowledge as a Paraplanner for one of the senior advisers within the firm.
Jodie’s experience brings the necessary qualities to ensure that ACJ Financial Planning can operate successfully and ensures that our clients receive a first class financial planning service.
