“A study by the Chartered Insurance Institute (CII) in 2020 showed that 85% of clients felt more confident about their financial situation after receiving advice, with an additional 80% reporting greater peace of mind about their long-term goals”
— Chartered Insurance Institute (2020)

What we DO

Invest Smart. Live Better

We believe that financial planning is about more than just investment returns. Your financial plan should empower you to spend confidently, enjoy your money, and live the life you aspire to, not simply grow your portfolio. You’re much more than just the size of your portfolio, and it’s your life goals that should take centre stage. Good financial planning is as much about enjoying your money and spending with confidence, as it is about saving and accumulating capital.

A solid investment strategy is the backbone of a successful financial plan. Without the right investments, it may struggle to reach its potential. At ACJ Financial Planning, we use an evidence-based investment approach as the central pillar of our investment strategy, working alongside highly experienced and well-established investment management firms, with a track record of delivering consistent results, they provide us with the expertise and resources to support our clients’ financial goals. Their evidence-based approach is rooted in thorough research, historical data, and proven methodologies, ensuring your investments are aligned with your long-term objectives. By doing so, we can offer a robust, diversified portfolio strategy, backed by extensive experience and cutting-edge market insights, giving you confidence that your financial future is in capable hands. Together, we’ll create a strategy that reflects your financial goals, risk preferences, and timescales, while also considering sustainable investment options if they align with your values.

We manage your portfolio with care, ensuring it’s diversified and continuously reviewed to stay on track. We keep a close eye on your investments, adjusting them when necessary, and providing regular updates so you’re always in the loop. With our investment management service, you can focus on your life while we take care of your wealth, adjusting your strategy as your needs evolve.

Ultimately, our focus is on providing you with the tools, insights, and support to confidently navigate life’s financial decisions, knowing that you have a trusted partner by your side. Our aim is simple: to help you plan, grow, and protect your wealth – for now and for the future.

  • 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