Telephone: 01788 571 122

Email: info@pjlfs.co.uk

Address: Unit 9-11, The Locks, Rugby, Warwickshire, CV21 4PP

Next Steps

NEXT STEPS

Selecting the right financial adviser for you is an extremely important decision. We believe that the personal relationship you have with your financial adviser is vital.  As a result, we never charge you for an initial meeting, instead we view this as an opportunity for us to get to know each other through an initial 'Fact-Find' which allows us to get to know you better and understand if we can support you with achieving your financial goals.



Our charging structure is made available to you during this meeting and our fees are agreed in writing for complete transparency and peace of mind.

WANT TO KNOW MORE?

 Feel free to get in touch with our team. You can get in touch via phone – 01788 571 122 or send us an email at info@pjlfs.co.uk. Alternatively you can fill out the contact form at the bottom of our webpage and we will get back to you as soon as possible.


RESOURCES TO SUPPORT YOU

We aim to add value to all our client interactions. Why not check out our most recent blog posts at our Information Hub below.

The Information Hub

We regularly post useful information and support through our blog. Check out our latest blog posts below

Investment market update: April 2024

by Paul Loberidge • 30 Apr, 2024
Investment market update: April 2024

4 compelling reasons you might want to consolidate your pension

by Paul Loberidge • 30 Apr, 2024
4 compelling reasons you might want to consolidate your pension

Investment market update: March 2024

by Paul Loberidge • 22 Apr, 2024
Investment market update: March 2024

Everything you need to know about lifetime mortgages

by Paul Loberidge • 22 Apr, 2024
Everything you need to know about lifetime mortgages

How to calculate the level of income protection that would provide you with financial security

by Paul Loberidge • 20 Mar, 2024
How to calculate the level of income protection that would provide you with financial security

Investment market update: February 2024

by Paul Loberidge • 20 Mar, 2024
Investment market update: February 2024

The ups and downs of the FTSE 100 40-year history demonstrates time in the market matters

by Paul Loberidge • 15 Feb, 2024
The ups and downs of the FTSE 100 40-year history demonstrates time in the market matters

Investment market update: January 2024

by Paul Loberidge • 01 Feb, 2024
Investment market update: January 2024
Show More

We think Financial Advice should be accessible and easy to understand. Our website is no different.

Thank you for taking the time to visit our website. Please get in touch below if you feel we can support you in achieving your financial goals moving forward.

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