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
6 useful tips for avoiding headline-driven decisions ahead of the Budget
Investment market update: August 2026
Investment market update: July 2026
2 upcoming ISA changes you should be aware of
What does a change in prime minister mean for your finances?
Investment market update: June 2026
Guide: Your guide to planning for later-life care
Why you could benefit from reviewing your financial habits as you transition into retirement
