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About us
TJ Financial Services Ltd was formed out of a desire to extend the services offered to clients of the Tudor John accountancy practice. Tudor John has built an enviable reputation for providing a professional and reliable service, and the objective of TJ Financial Services Ltd is to deliver financial services to clients in the same way.
With a focus on providing practical and understandable guidance, advice is provided by two of the company's directors, Martin Shoesmith and Nic Parish, who have between them almost 30 years experience advising on pensions, life cover, mortgages and investment strategies.
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Our Approach
"By helping you to identify your requirements and understand the choices available to you, we ensure that you feel in control of your financial strategy."
There is an increasing need to independently provide for our own and our family's financial security. This includes protecting against the unexpected during our working lives as well as planning for retirement. Also there is an ongoing requirement to get the best out of our investments without exposing ourselves to undue risk.
When dealing with these issues we are faced with a bewildering array of advice and products, and all too often this results in the worst possible outcome, where we put off making any decision at all. In fact, with the right help to overcome the complexities, there is invariably a solution available.
Subject to your circumstances our approach to your assignment includes:-
- An initial meeting free of charge to establish your requirements and your short and long term objectives
- Issue of a written report, including our recommendations, a fee may need to be charged
- Further telephone support to help you make your decisions
- Prompt action to implement your chosen strategy including completion of all the necessary paperwork and dealing with product providers
- Annual follow up and review to help you identify any adjustments to your chosen strategy.
How are we paid?
The initial meeting is provided without charge. Clients then choose whether we work on a commission basis or a fee basis, or a combination of the two. We will always make our charging structure very clear to clients so that they understand what we are being paid for our services.
Our Services
Our team at TJ Financial Services Limited are experienced in all aspects of personal and corporate financial planning.
The solutions we identify for clients cover a wide range of products and arrangements including:-
- Pensions and retirement planning
- Savings and investments
- Life and health insurance
- Critical illness and income protection
- Estate tax planning and mitigation
- Corporate protection
Whatever your requirements, whether for yourself and your family or your business, our advisers will help you identify the right strategy to help ensure you achieve your objectives, whether this is for income protection, investment or retirement and tax planning.
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