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.
  • Our Approach
    RJS Financial Ltd provides carefully researched financial advice to both individuals and businesses on a fee or commission basis, our first consultation is usually free.
  • 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.
  • Personal 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.
  • Corporate Planning
    RJS Financial Ltd provides business owners with corporate financial planning advice in addition to looking after their own personal financial affairs. We work in conjunction with other professional advisers that assist our clients businesses, including Accountants or Solicitors.
  • Testimonials
    My wife and I have known Red Shaw personally, - and as our Financial Advisor. - for more than a dozen years. During this time our relationship has developed from respect for his personal abilities to friendship and trust.
  • How We Are Paid
    At the outset RJS Financial Ltd arranges a preliminary meeting for the purpose of establishing whether we are able to assist with the prospective client’s needs and objectives. At this meeting we also discuss how we will be paid for our services should we be instructed to proceed.
  • Protection
    A major concern for many clients is “what if something happens..?” Protecting yourself and your family in the event of the unexpected happening.
  • Pensions & Retirement
    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.
  • Investments
    Whether you are looking to build up a lump sum, want to review your existing investments or put into place an investment portfolio.

Welcome to RJS Financial Ltd

Welcome to RJS Financial Ltd - RJS Financial Ltd, based in Abergavenny, Monmouthshire offer both personal and corporate financial planning advice.

RJS Financial Ltd work across Wales in partnership with our clients, and other professional advisers such as Solicitors and Accountants, to meet their financial aspirations and we recognise the importance of providing long-term on-going assistance and guidance.

Whether your enquiry is on a personal or corporate basis, the major financial decisions that you make will have significant and life-changing consequences. It is therefore essential that you seek professional financial advice from people you can trust.

The major financial decisions we all make can have significant and life-changing consequences. RJS Financial Ltd offer advice on a whole range of financial services that will help guide you through retirement and pension planning, investment, protection and inheritance tax planning.

Please browse through our website to find out more about RJS Financial Ltd, our level of knowledge, experience and expertise and how we conduct business, or contact us for further information.

We would be delighted to hear from you.

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

I first visited Red at his Brynmawr office in January 2002, upon my retirement and wanted advice on savings and investments. On our first meeting we thoroughly discussed my requirements and the type of investment that best suited me. Because of the recession, I have needed to visit him at regular intervals to amend various plans to protect my investments and improve the returns where possible. Whenever I have met him, our discussions have been very thorough and open, always ready to listen to my ideas, and advise me if I was wrong, and each time his humour and friendly approach has made me feel very much at ease.

JW

MMy wife and I have known Red Shaw personally, - and as our Financial Advisor. - for more than a dozen years. During this time our relationship has developed from respect for his personal abilities to friendship and trust - based on an appreciation of Red's scrupulous respect for his responsibilities to his clients and his administrative flair . We have been impressed by his highly ethical approach to these responsibilities.

JR and O M D

Red Shaw has been my Financial Adviser since he first became independent, some fifteen years or so ago. During this period I have found Red to be thorough and incisive, and time has proved his advice to be appropriate and well judged. Red has always taken time to clearly identify my financial goals, and encouraged me to consider the consequences on other aspects of my financial position before proposing any strategy or product to achieve my aims.

GT

I was introduced to Red about five years ago, (2005 ) as a retired company director I needed help and advise regarding a company pension my late husband had set up for me. Red has consistently offered sound and appropriate financial advice listening to my needs and circumstances. I can now plan for my future knowing my investments are being closely monitored by Red.

JD

So I've been delighted to be able to delegate to Red responsibility for the management of our savings. He, despite exceedingly choppy waters, has successfully navigated the frail craft of our pensions, steering clear of the sharks of exploitative commerce without it being sucked down into the whirlpool of negligent bankers.

JPR

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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