Telephone: 01788 571 122
Email: info@pjlfs.co.uk
Address: Unit 9-11, The Locks, Rugby, Warwickshire, CV21 4PP
A family-run firm with decades of experience offering Independent Financial Advice. Our friendly, knowledgeable and highly experienced team pride themselves on delivering independent and bespoke advice that you can trust.
We strive to provide the best possible service to our clients. Our friendly office based in Rugby, Warwickshire is the hub of all activity and we continue to grow organically to meet our growing client base across the Midlands and the rest of the UK.
We aim to provide a bespoke service to you. With decades of experience and a wealth of qualifications, we aim to offer an all-in-one service to help you achieve your individual financial goals.
Pensions & Retirement Planning
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Wealth and Inheritance Tax Planning |
Savings & Investments Advice |
Financial Protection |
Mortgages
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Equity Release
Individual
We do not believe in a 'one-size fits all approach'. From our initial meeting which we provide free of charge, through to our advice and investment portfolios, all of which are individually tailored to your financial needs and priorities.
Independent
Access to the whole-of-market, we are able to offer a wide range of different products and services that best suit your financial circumstances
Bespoke
We take the time to understand your individual financial goals and personal views before setting out our recommendations which take into account your whole financial situation and your current and future priorities.
Supportive
Life is uncertain and can be subject to a variety of changes. By continuing to review your financial circumstances and priorities for the future, this allows us to provide the best possible ongoing service to you.
