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PRofessional advice

with a personal touch

We started our business with a simple GOAl:

“To provide excellence in financial planning while retaining a deeply personal service to our clients”

Following nearly two decades of collective industry experience, we quickly learned that in order to provide the highest level of service and bespoke advice, you must first understand the person, their goals and objectives before you can recommend a suitable product and financial plan.

We are regulated to provide a full suite of services from retirement and investment advice, through to later-life planning and inheritance tax planning. Coupled with our experience in mortgage and protection advice, we believe our service is more than just transactional, instead it has the capability to support you throughout your lifetime and adapt to your changing priorities over time.

OUR THREE CORE PRINCIPLES:

Always Independent

We are committed to maintaining our independent status. This provides us with the freedom to recommend products and services from the whole-of-market without being tied to a specific set of products or providers.

Always Transparent

We are committed to remaining fully transparent throughout the advice process to ensure that you fully understand our recommendations and any charges associated with our services. We strive to provide you with all of the information necessary to ensure that you are confident and sure before implementing any of our recommendations.

Always Excellent

From the very first contact with a client, we strive to create a relationship that is responsive, attentive and personal. We understand that each of our client’s needs will differ as thus so should the advice. This is demonstrated through our adviser’s Chartered Financial Planning status.

  • Straightforward, Knowledgeable and Professional

    Chris has looked after us for a while now replacing a longstanding and reliable professional, who I had used for a very long time. Someone who I had total trust and confidence in, who decided to retire.

    Personal relationships, trust and confidence are so important in financial matters, so such a change can be daunting.

    Chris made the switch very easy, it quickly became apparent that he knows what he is doing, is professional, trustworthy and a thoroughly nice guy to boot. I couldn’t recommend him highly enough and from this sceptic that’s a big vote of confidence!

    MARTIN H, WEST MIDLANDS

  • Knowledgeable and professional. Fantastic service!

    Chris has been fantastic throughout his service Given myself and my partner were looking at our first home he has been nothing but helpful and professional the whole time. The amount of detail he provided totally put at ease and explained everything whenever we had questions. Nothing was ever too much trouble. Would highly recommend! Thank you for everything!!

    HANNAH J, WEST MIDLANDS

  • Excellent service

    Amazing service from ACJ. They helped me to understand my pensions in a simple language that I could understand. I now feel I have total control over my retirement, savings and other money matters.

    Nothing is too much bother and I feel I can talk to them about any doubts or issues I have. Thank you Chris.

    COLIN A, WARWICKSHIRE

  • Great communicators, Concise advice, Reliable and Trustworthy

    Used for mortgage and pension planning. Very patient and happy to explore and explain situations, multiple times if necessary. Excellent communicator via telephone and email. Highly recommended.

    LESLEY M, WARWICKSHIRE

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 we continue to raise as much as we can through our client referral schemes and events, the most recent being our Charity Quiz night held in February 2024, where we raised a total of £641.00 on the night. Watch this space for future events! Click the link below to learn more about the amazing work that the charity does in our local community.

Contact us

A conversation costs nothing. Our initial meeting is provided completely free of charge to allow you the opportunity to understand more about the services that we offer and to identify areas where you could benefit from our services. Feel free to get in touch via the below contact form or call our office on 01788 648108 or info@acjfinancialplanning.co.uk