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Personal Clients

KJA Financial offers a personal financial planning service to private clients across Yorkshire and the north.

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.

Please see to the left, for a list of the areas where we can help you :