NEXT STEPS
Selecting the right financial adviser for you is an extremely important decision. We believe that the personal relationship you have with your financial adviser is vital. As a result, we never charge you for an initial meeting, instead we view this as an opportunity for us to get to know each other through an initial 'Fact-Find' which allows us to get to know you better and understand if we can support you with achieving your financial goals.
Our charging structure is made available to you during this meeting and our fees are agreed in writing for complete transparency and peace of mind.
WANT TO KNOW MORE?
Feel free to get in touch with our team. You can get in touch via phone – 01788 571 122 or send us an email at info@pjlfs.co.uk. Alternatively you can fill out the contact form at the bottom of our webpage and we will get back to you as soon as possible.
RESOURCES TO SUPPORT YOU
We aim to add value to all our client interactions. Why not check out our most recent blog posts at our Information Hub below.
The Information Hub
We regularly post useful information and support through our blog. Check out our latest blog posts below
4 reasons to remain calm amid market volatility and uncertainty
Investment market update: March 2025
3 retirement financial shocks that could affect your finances
Investment market update: February 2025
The cryptocurrency basics you need to know before you consider investing
Investment market update: January 2025
How do you become an ISA millionaire? Investment returns could be key
Investment market update: December 2024
