RJS Financial Direct
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info@rjsfinancial.co.uk
01873 857 541
RJS Financial Ltd    |    Abergavenny    |    Monmouthshire

About RJS Financial Ltd

As a financial adviser specialising in the management of investment portfolios and pensions, we've been helping clients navigate complex financial markets for many years and from those very early days our business has evolved primarily through client recommendations.

About RJS Financial Ltd

As a financial adviser specialising in the management of investment portfolios and pensions, we've been helping clients navigate complex financial markets for many years and from those very early days our business has evolved primarily through client recommendations.

Based in Abergavenny, we provide impartial, unbiased and objective financial advice, with a view to protecting and enhancing our client's wealth and sense of well-being.

As an experienced, qualified adviser, we cover the whole financial services market. Whether you are seeking to build an investment portfolio or creating a tax-efficient retirement strategy we have the expertise to provide the answer.

Impartial advice of the highest quality

At RJS Financial Ltd we use state of the art technology enabling us to meet all of our client's financial needs both personally and corporately and achieve their objectives in the most cost-effective way.

This is important because there are literally thousands of different options available and our clients want to be certain that any investment, pension, healthcare, or insurance recommendations that we present for consideration are the most appropriate to their individual needs.

In other words, recommendations that are totally in our client's interests - not someone else's.

Our approach

Our initial meeting is usually without charge after which we provide in writing a full explanation of costs. We do nothing until we have a thorough understanding of our client's requirements.

With that knowledge, we can identify the products that will enable our clients to achieve their goals delivered by an entirely personal service.

We then prepare and analyse recommendations, assessing benefits against cost.

Our final proposals are well-researched and constructed on the basis of what's best for our clients and nobody else.

And of course, we are prepared to work alongside our client's Accountants and Solicitors.

We firmly believe in the importance of working together to build rewarding relationships and working closely with our clients enables us to help them fulfil and achieve their objectives.

RJS Financial Ltd focuses on flexibility, offers a wide range of investment options and different price structures to choose from.

Redmond Shaw

Following a career as an Engineer Officer in the British Merchant Navy, Red has been a financial adviser since 1993 , initially with Prudential , one of the largest providers of financial services in the UK, becoming an Independent Financial Adviser 2 years later. He has lived and worked in the Abergavenny area since 1977. Red established his own company, RJS Financial Ltd in 2009 in order to provide his clients with a holistic financial planning service.

He advises private individual clients in all aspects of their financial needs, including detailed financial and investment planning and mortgage advice. He also advises corporate clients on their protection needs, investments and employee benefits such as Group Personal Pensions, Death in Service provision and Private Medical Insurance. He is a member of the CII.

Julie Madden

Julie has worked for Red as secretary and administrator since 2000 , having previously worked as a secretary in an established legal practice.

Julie handles the day to day office processing and has built up considerable experience in financial services administration. She deals with client requirements regarding the administration of their investments, client liaison being her primary role and also manages the company's relationships with a wide range of investment companies.

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...
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

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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