01873 857 541
RJS Financial Ltd    |    Abergavenny    |    Monmouthshire

Personal Financial Planning

The foundation of the services that we provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients financial planning strategy as events inevitably change.

Personal Financial Planning

The foundation of the services that we provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients financial planning strategy as events inevitably change.

Our approach is simple, we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.

RJS Financial Ltd has a wealth of experience in the areas of financial planning and wealth management and provides clients with a comprehensive service designed to create a bespoke financial planning strategy.

  • Investment strategies
  • Pension planning (including income drawdown)
  • Tax planning strategies
  • Life and health insurance
  • School fees planning

Estate Planning

RJS Financial Ltd understands that protecting our client's wealth from inheritance tax requires tailored, careful planning. We offer comprehensive advice about how to take advantage of the most tax-efficient and effective strategies to manage and protect our clients estates.

All aspects of tax planning and some aspects of Estate Planning are not regulated by the Financial Conduct Authority.

Pensions

Everyone looks forward to a comfortable retirement. So, how can we help you to try to achieve it? Making the most of your existing plans or starting to save for the first time...
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Investment

Whether you are looking to build up a lump sum, want to review your existing investments or put into place an investment portfolio...
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Protection

A major concern for many clients is "what if something happens..?" Protecting yourself and your family in the event of the unexpected happening...
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Mortgages

If you are buying a new home or want to make sure that your existing mortgage is the best one for you. Buying your home is probably the most important investment you are likely to make and it is crucial that you organise your finance on the best terms to suit your individual circumstances...
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Get In Touch

RJS Financial Ltd
Castle Studios,
13 Lower Castle Street,
Abergavenny,
Monmouthshire NP7 5EE

Tel: 01873 857541
Email: info@rjsfinancial.co.uk

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