01788 571122
jodie@pjlfs.co.uk
07796 445839
Bespoke Independent Financial Advice You Can Trust P J L F i n a n c i a l S e r v i c e s was established in 2011 by our manager Paul Loveridge who has amassed over 20 years experience within the financial services industry, having grown steadily since then and we are now a team of six highly motivated and trustworthy individuals. We are a directly authorised firm of Independent Financial Advisers and Mortgage Advisers based in the midlands. We offer impartial financial advice on many aspects of both personal and business needs with our bespoke financial planning service. Here at PJL Financial Services the client really does come first and we understand and respect the fact that financial planning is not a one size fits all product, which is why our team of highly experienced professionals are committed to providing the very best advice for each individual client and we can guarantee that any advice given will be part of a bespoke package specifically tailored to you and your needs. We provide advice on mortgages, buy to lets, savings and investments, all aspects of retirement planning (personal pensions, company pensions, drawdown pensions and annuities), life and critical illness planning, income protection, insurances and estate planning. We often find that people have old, out of date policies and pensions which have not been reviewed for many years which may not be providing the best value for money anymore and by simply updating to a newer cheaper plan or even just altering the investment funds within an existing plan the potential returns can be dramatically improved.
Mortgage Consultancy - Free Consultations - Access to whole of the market - Over 20 years of mortgage experience - Access to exclusive deals - Supply of solicitors at your request - Advice and guidance throughout, from application to completion With our help, your house buying/ remortgage process can be simple and stress free.
Financial Planning - Free consultations - Pre & Post Retirement Planning - Savings & Investments - Life/Critical Illness Cover - Income Protection - Inheritance Tax Planning With the help of our in house pension specialist you can be confident that all of your retirement options can be taken into account and advised upon.
If you need help or guidance with any area of your finances and plans for the future why not give us a call on 01 788 5 7112 2, we’ll be more than happy to discuss these with you and arrange a free, no obligation appointment either here at our Rugby based office or in the comfort of your own home.
Mortgages | Savings & Investments | Retirement Planning | Protection
www.pjlfinancialservices.com Authorised and regulated by the Financial Conduct Authority Your home may be at risk if you do not keep up repayments or other loans secured against it