Preparing for the future is one of the most important steps you can take to protect your loved ones, assets and investments. We are proud to be running a free workshop in partnership with KJA Financial on 18th July, to meet with people from the local community help you with financial and legal advice.
You are invited to book free 20 minute appointments with both our expert solicitors and financial advisers as well as helping yourself to complimentary afternoon tea including cakes, sandwiches, tea and coffee.
You could benefit from advice on:
- Inheritance Tax Planning
- Savings and Investments
- Retirement Planning and Pension Reviews
- Writing Your Will
- Lasting Power Of Attorney
- Care Homes and Your Finances
Register using the contact forms, or sign up using Eventbrite
Meet The Advisers
Independent Financial Adviser
Who Are KJA Financial Services
Whatever your financial needs at a particular moment in time we can help you plan your financial future. Whether that be aiming to maximise returns on savings and investments, putting money aside to fund your children or grandchildren’s education, planning for your retirement, ensuring you have adequate protection in place for your family or inheritance tax planning, KJA Financial can help you.
We’ve been helping private clients for over two decades, developing long term relationships through a combination of professional service and results.
No matter what stage of life you are at we’ll get to understand your needs and aspirations, pulling together comprehensive planning reports, recommending suitable products and helping you manage your finances as your circumstances change.
CONTACT US TODAY
To book your place for Strictly Come Planning, fill out this form below:
Your confidentiality is always assured and we aim to provide excellence in our client care.