“ Financial advisers can help you navigate complex financial decisions. 83% of people who used financial advice said they felt they were in control of their financial future”
— PwC

INDIVIDUALS AND FAMILIES

Navigating Your Financial Future Together

Our clients come from all walks of life, but they share a common goal: securing their financial future and protecting their family’s wellbeing. We work with young families taking their first steps towards building wealth, often focusing on saving for education, purchasing a home, or growing their investments. As their lives evolve, so too do their financial priorities. Career progression, growing incomes, and expanding family needs require careful planning to ensure their hard-earned wealth works as effectively as possible to support their goals.

As our clients approach retirement, their focus shifts towards preserving wealth, creating a sustainable income, and planning for later life. We support retirees in navigating the complexities of pensions, inheritance tax, and legacy planning, helping them leave a lasting impact for future generations.

With our experience and a deep understanding of how priorities change over time, we tailor our advice to meet the unique needs of every stage of life, ensuring our clients and their families are well-prepared for whatever the future holds.

  • 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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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