01873 857 541
RJS Financial Ltd    |    Abergavenny    |    Monmouthshire

Our Approach

RJS Financial Ltd provides carefully researched financial advice to both individuals and businesses on a fee basis, our first consultation is usually free. The relationship that we build with our clients is underpinned by our commitment to ensure that their long-term financial goals are achieved.

Our Approach

RJS Financial Ltd provides carefully researched financial advice to both individuals and businesses on a fee basis, our first consultation is usually free.

The relationship that we build with our clients is underpinned by our commitment to ensure that their long-term financial goals are achieved.

We believe it is important to have a disciplined approach towards developing a successful financial planning strategy and follow this process:

1. Initial meeting and review - We will undertake thorough analysis and research to tailor an individual solution.

2. Needs and goal setting - We will analyse your needs and goals in great depth to ensure that your financial lifestyle and, if applicable, business plan is designed to meet these.

3. Analysis and research - We will undertake thorough independent analysis and research to tailor an individual solution to your needs and goals.

4. Presenting a financial plan and recommendations - We will present you with a comprehensive financial report to be discussed and refined as required.

5. Implementation - We will discuss the appropriate ongoing plan with you designed to ensure the successful delivery of goals.

6. Forward planned regular reviews - We will diarise reviews in advance (normally annually) to ensure the financial planning we have put in place is refined and keeps pace with any change in circumstances.

This process has to be underpinned by a joint commitment from both RJS Financial Ltd and our clients in order to ensure the successful completion of their financial goals.

Treating Customers Fairly

RJS Financial Limited is authorised and regulated by the Financial Conduct Authority (FCA) and we are happy to work within a regulated environment which prioritises the interests of consumers.

RJS Financial Ltd has responded to the FCA initiative, Treating Customers Fairly and has set out what clients can expect as part of our advice process.

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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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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