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Financial Planning & Wealth Management

Financial planning is more that just have you the right investment or pension. At KJA Financial we specialize in working with you as a private client to take a holistic view of all your financial needs to offer a complete Financial Planning service.

Using our wealth of experience we can advise on the right mix of investments, help you plan for your retirement through pensions provision and other products as well as looking at safe guarding your families financial future through a range of protection and insurance products.

This overall wealth management and planning approach ties in with our company ethos of building long term relationships with clients, where we will review your portfolio on an on going basis and recommend any changes as your circumstances change. This may be as kids grow up, or when you want to downsize home or even buy a retirement property abroad, whatever your lifestage, KJA Financial is here to support you all the way.

Call us on 01423 810077 for a no obligation chat, where we could tell you about our philosophy and approach to financial planning.