RSJ Financial Planning
RSJ Financial Planning is a small Independent Financial Adviser's Practice. The Principal, Richard Lovegrove, has worked as the sole proprietor for 11 years. Prior to this Richard worked in the Investment Industry and therefore has particular knowledge and experience with regards to Investments.
At RSJ Financial Planning we can offer:
- A fee based service
- We can just be paid commission by the product providers
- Audit of your Financial Affairs (a Makeover).
- We being investment orientate offer expert advice on taking your income out of your pension fund in retirement
- We offer advice and investment management on Self Invested Pension Plans - SIPPs and SSASs
- Inheritance tax planning
Our computer system offers:
- clients a comprehensive list of all your polices and investments with pricing weekly
- ability of planning your pension income in to-days values taking into account your existing pension plans and other investments