Holistic and Bespoke Financial Solutions
At Just Financial Group Ltd, we are dedicated to helping you achieve your financial goals and provide you with the tools to build a prosperous financial future. Our team of six Chartered Financial Planners, led by Al-Karim Parpia, Director, is committed to providing a tailored service to private clients, families, charities, trustees, and businesses. As an independently owned financial advice practice, we operate with the highest ethical standards and always act with integrity to achieve the best outcomes for our clients.
Our Services
Our bespoke service offers a holistic and tailored approach to financial planning, focusing on your goals, aspirations, and values. We combine strong technical expertise with a relaxed personal approach, ensuring our clients feel confident and secure. Our services include:
Wealth Management: We help you maximize your assets to achieve the lifestyle you desire, both now and in the future. Our wealth planning services include investments, pensions, and retirement planning, estate and tax planning, trusts and charities, and ethical investing solutions.
Investments: Our investment experts will work with you to understand your goals and objectives, helping you make informed decisions to grow your wealth. We offer a range of investment strategies, from cautious to aggressive, and provide ongoing monitoring and advice to ensure your investments remain aligned with your goals.
Pensions and Retirement: We provide expert guidance to help you make the most of your pension pot, ensuring you enjoy your retirement years with the financial security and comfort you deserve.
Estate and Tax Planning: Our experts will help you minimize your tax liability and ensure the efficient transfer of your wealth to future generations.
Trusts and Charities: We can help you establish trusts and charities, providing a tax-efficient and secure way to gift your assets to loved ones or causes you care about.
Protecting Your Wealth: At Just Financial Group Ltd, we understand the importance of protecting your wealth from market volatility, inflation, and other risks. Our experts will work with you to identify and mitigate these risks, ensuring your assets remain secure and aligned with your goals.
Ethical Investing Solutions: We know that many investors share concerns about the impact of their investments on the environment, society, and the economy. Our ethical investing solutions allow you to align your investments with your values and contribute to positive change.
Meet the Team
Our team of Chartered Financial Planners is dedicated to providing exceptional service and expert advice. Our directors, Dhawal Chandan and Gary Watt, lead our team of six advisers, which includes Al-Karim Parpia, our Director and Chartered Financial Planner (UHNW only).
Our Values
At Just Financial Group Ltd, we pride ourselves on offering a holistic and bespoke financial package, while remaining independent and unbiased. Our service proposition is based on the following five principles:
1. We Listen: We take the time to understand you, building a personalized service around your goals and aspirations.
2. We are Clear and Concise: We make the complex simple, communicating with you in a clear and concise manner.
3. We Plan: We provide a bespoke financial plan, setting out a clear path to achieving your financial goals.
4. We Review: We continually review your position and ours to ensure you are in the best possible position to achieve your goals.
5. We are Independent: We are a privately owned, fully independent financial advice practice, with no affiliation with product providers or large institutions.
Get in Touch
Start a conversation and find out how we can help you achieve your financial goals. Contact us today to schedule a consultation with one of our expert Chartered Financial Planners.
Glasgow: 0141 465 9999
Edinburgh: 0131 322 3999
London: 0203 319 9319
Manchester: 0161 393 9870
info@justfinancialgroup.co.uk
200 Bath Street, 2nd Floor, Glasgow G2 4HG
Exceptional Customer Service and Recommendations
The reviews from Janet Roselia Hunt and Kim Jackson praise the exceptional service provided by Gary and the team at Just Financial Group. Both reviewers have been dealing with the company for an extended period and have been impressed with the personalized attention they have received.
Proactive and thorough approach
Both reviewers highlight the team's ability to understand their specific requirements and work with them to find the right policies. The reviewers express confidence in the company's ability to handle their financial needs, citing the team's thorough and professional approach.
Highly Recommend
Both reviewers would highly recommend Just Financial Group to anyone, stressing that the team goes the extra mile to ensure their clients receive top-notch service.
