RJS Financial Ltd provides carefully researched financial advice to both individuals and businesses on a fee basis, our first consultation is usually free. The relationship that we build with our clients is underpinned by our commitment to ensure that their long-term financial goals are achieved.
RJS Financial Ltd provides carefully researched financial advice to both individuals and businesses on a fee basis, our first consultation is usually free.
The relationship that we build with our clients is underpinned by our commitment to ensure that their long-term financial goals are achieved.
We believe it is important to have a disciplined approach towards developing a successful financial planning strategy and follow this process:
1. Initial meeting and review - We will undertake thorough analysis and research to tailor an individual solution.
2. Needs and goal setting - We will analyse your needs and goals in great depth to ensure that your financial lifestyle and, if applicable, business plan is designed to meet these.
3. Analysis and research - We will undertake thorough independent analysis and research to tailor an individual solution to your needs and goals.
4. Presenting a financial plan and recommendations - We will present you with a comprehensive financial report to be discussed and refined as required.
5. Implementation - We will discuss the appropriate ongoing plan with you designed to ensure the successful delivery of goals.
6. Forward planned regular reviews - We will diarise reviews in advance (normally annually) to ensure the financial planning we have put in place is refined and keeps pace with any change in circumstances.
This process has to be underpinned by a joint commitment from both RJS Financial Ltd and our clients in order to ensure the successful completion of their financial goals.
RJS Financial Limited is authorised and regulated by the Financial Conduct Authority (FCA) and we are happy to work within a regulated environment which prioritises the interests of consumers.
RJS Financial Ltd has responded to the FCA initiative, Treating Customers Fairly and has set out what clients can expect as part of our advice process.
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RJS Financial Ltd
13 Lower Castle Street,
Monmouthshire NP7 5EE
Tel: 01873 857541
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