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Financial Consultants

R S J Financial Planning

R S J Financial Planning is a financial services company based in Liverpool, England. They specialize in providing expert financial advice and guidance to individuals and businesses. Their team of experienced financial consultants work closely with clients to develop customized financial plans that meet their unique needs and goals. Whether it's retirement planning, investment management, or estate planning, R S J Financial Planning is committed to helping clients achieve financial success.

Introduction to R S J Financial Planning

R S J Financial Planning is a financial consulting company based in Liverpool, England. The company was established with the aim of providing top-notch financial services to individuals and businesses. With years of experience in the financial industry, R S J Financial Planning has built a reputation for itself as a reliable and trustworthy company. Their unique approach to financial planning sets them apart from other financial consultants in the region.

Services & products

R S J Financial Planning offers a wide range of financial services to meet the diverse needs of their clients. Some of the services provided by the company include financial planning, investment management, pension advice, and tax planning. The company also offers a range of products such as insurance and mortgages.

Location

R S J Financial Planning is located on Duke Street in the heart of Liverpool. The area is known for its vibrant nightlife and cultural attractions, making it a popular destination for locals and tourists alike. The company is easily accessible by public transportation, with the closest bus stop (Duke Street) only a few feet away. Other nearby public transportation options include James Street Station (0.3 miles) and Liverpool Central Station (0.4 miles).

Benefits

Customers should choose R S J Financial Planning because of the company's commitment to providing exceptional financial advice and planning services. The company's team of experienced financial consultants works closely with clients to understand their unique financial needs and goals. R S J Financial Planning also uses innovative tools and technology to provide accurate and efficient financial planning services.

Good to know

Customers should be aware that R S J Financial Planning is a fee-based financial consulting company. This means that clients will be charged a fee for the financial planning services they receive. However, the company is transparent about their fees and will provide clients with a detailed breakdown of costs before any services are provided.

Reviews

Customers have praised R S J Financial Planning for their exceptional customer service and expertise in the financial industry. Clients have reported feeling confident and secure in the company's financial advice and planning services. Overall, customers have had a positive experience with R S J Financial Planning and would recommend the company to others in need of financial consulting services.

Amenities

  • amenity
    computer
  • amenity
    wi-fi
  • amenity
    meeting room
  • amenity
    coffee maker
  • amenity
    reception desk
  • amenity
    parking
  • amenity
    wheelchair accessible
  • amenity
    financial advice
  • amenity
    investment advice
  • amenity
    tax planning
  • amenity
    insurance services

FAQ

What types of financial services do you offer?

We offer a range of financial services, including investment planning, retirement planning, estate planning, tax planning, and insurance planning. Our goal is to help our clients achieve their financial objectives and secure their financial future.

What experience do your financial consultants have?

Our financial consultants have years of experience in the financial industry and hold relevant qualifications, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations. We ensure that all our consultants are up-to-date with the latest financial regulations and market trends to provide the best advice to our clients.

How do you charge for your services?

We charge a fee-based on a percentage of the assets under management, ensuring that our interests are aligned with our clients' financial goals. Additionally, we provide transparent pricing and do not charge any hidden fees or commissions.

Can you provide references or case studies of your past clients?

Yes, we can provide references and case studies of our past clients upon request. We are proud of the relationships we have built with our clients and the results we have achieved for them.

How will you tailor your services to meet my specific financial goals and needs?

We take a personalized approach to financial planning and work closely with our clients to understand their unique financial goals and needs. Our financial consultants will create a customized financial plan that considers your current financial situation, risk tolerance, and long-term objectives. We will also review and adjust the plan regularly to ensure it aligns with your changing circumstances.