01873 857 541
RJS Financial Ltd    |    Abergavenny    |    Monmouthshire

Our Services

There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner. Our business has been built based on honesty, reliability and an excellent service. Many of our clients have personally trusted us for over 15 years and throughout this period we've developed many good friendships.

Our Services

There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner.

Our business has been built based on honesty, reliability and an excellent service. Many of our clients have personally trusted us for over 15 years and throughout this period we've developed many good friendships.

RJS Financial Ltd offer both personal and corporate advice on a whole range of financial services including the following:

Personal

  • Retirement and pension planning
  • Investing for capital growth or income
  • School fees planning
  • Tax planning and mitigation*
  • Protection against critical illness
  • Income protection
  • Inheritance planning
  • Long-term care
  • Private medical insurance
  • Family protection life assurance

Corporate

  • Employee benefits implementation and management
  • Flexible employee benefits menu systems
  • Group and executive
  • Pension schemes
  • Group income protection
  • Group Private Medical Insurance
  • Group death-in-service and dependants benefit schemes
  • Partnership and directors share protection
  • Key person business protection
  • Advice for your employees if required

*The Financial Conduct Authority (FCA) does not regulate all aspects of these products and services

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...
Find out More

Investment

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

Protection

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

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...
Find out More

Get In Touch

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

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

Digital Magazine

To download our personal finance magazines and financial guides packed full of informative financial news, simply register your name and email address.


Latest Financial News

Top