About Us
ACJ Financial Planning was founded by Chris and Jodie, a husband and wife team who have collectively gained over 18 years of experience within the financial services industry. We offer a comprehensive and bespoke financial planning service to individuals, families and businesses across the midlands. We can provide advice and guidance across all areas of your finances, such as savings and investments, pensions and retirement planning, financial protection and mortgages.
Chris’s dedication to developing meaningful client relationships and a personal service is complimented by Jodie’s technical skills and creativity. Whilst Chris maintains the client relationships and supports them in understanding and achieving their financial goals, Jodie works hard behind the scenes completing technical analysis, writing our financial planning reports and maintains our online presence.
Working together, at ACJ Financial Planning we aim to provide a first class service to all clients taking into account your individual priorities and objectives whilst maintaining a professional yet personal approach.
Chris Allen - Partner
Chartered Financial Planner
BSc Hons, APFS, DipPFS, CertCII (MP & ER)
chris@acjfinancialplanning.co.uk
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.
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.