Achieve Your Financial Goals with Confidence
RJ Financial Planning is a Senior Partner Practice of St. James's Place, dedicated to providing expert financial planning services to individuals, families, and businesses in Cardigan and surrounding areas. Our mission is to achieve excellent results for our clients by exploring their financial situation, before agreeing a plan to meet their needs in an efficient manner. We pride ourselves on building long-term relationships with our clients, educating them, and maintaining the highest ethical standards in everything we do.
Our Services
We provide a wide range of services, whether you are looking to build, grow, protect, or preserve your wealth. Our specialist advice covers many aspects of wealth management, including pension planning, investment advice, inheritance tax planning, and more. We work closely with you to understand your financial goals and aspirations, and develop a bespoke plan to help you achieve them. Our services are designed to be flexible and adaptable to your changing needs, and we regularly review and update your plan to ensure it remains relevant and effective.
Our Approach
At RJ Financial Planning, we believe that everyone deserves to have control over their financial future. We take the time to understand your goals, aspirations, and concerns, and work with you to develop a tailored plan that addresses your unique needs. Our approach is built on a foundation of trust, honesty, and transparency, and we are committed to providing you with the highest level of service and expertise.
What Our Clients Say
Don't just take our word for it! Our clients have been kind enough to share their experiences with us, and we're proud to say that they've been very happy with our services. From helping individuals plan for retirement to supporting businesses with their financial planning needs, we've made a positive impact on many lives.
Overall Experience
The reviewer, Live At The Cellar, had a positive experience with a new operation located on the Cardigan High Street. The reviewer praised the "professional and comfortably laid out offices", suggesting that the facility is well-maintained and inviting.
Office Space
The reviewer highlighted the quality of the office space, stating that it is "always nice to see" a local Chartered Financial Planner operating from a "nice office" rather than an old vehicle (implying that the previous office was less impressive). This suggests that the reviewer was impressed with the new office's aesthetics and decor.
Staff
Although the reviewer did not mention the staff by name, they did wish "Richard and staff" good luck, implying that they have a positive impression of the team.
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