JF
J.A. Financial Planning Ltd
Donnez à votre avenir financier les moyens grâce à des conseils d'experts.
5
Business
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Donnez à votre avenir financier les moyens grâce à des conseils d'experts.
Située au cœur de Liverpool, J.A. Financial Planning Ltd se spécialise dans la fourniture de services de conseil financier sur mesure. Dirigée par Jak, l'équipe apporte une richesse de connaissances et d'expertise pour aider les particuliers à naviguer dans les complexités de la planification financière, en particulier en matière de gestion des régimes de retraite. Les clients apprécient l'approche engageante et accessible avec laquelle l'information est présentée, rendant des sujets complexes compréhensibles. Fort de ses avis cinq étoiles de clients satisfaits, J.A. Financial Planning est dédiée à aider les particuliers à prendre le contrôle de leur avenir financier avec confiance.
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Séances d'information en groupe pour le personnel, les écoles et les organisations, couvrant les pièges et les options liées à la retraite, ainsi que des conseils personnalisés pour sécuriser votre retraite.
Rencontres personnalisées pour analyser votre situation financière, fixer des objectifs et élaborer un plan personnalisé pour les investissements, l'épargne et la retraite.
Conseils d'experts pour naviguer dans les systèmes de retraite, optimiser les prestations et assurer une sécurité financière pour votre avenir.
Des présentations engageantes qui expliquent les termes et concepts complexes en termes simples, vous donnant les connaissances nécessaires.
Conseils holistiques reliant la planification financière à la satisfaction générale dans la vie, vous aidant à vous sentir en contrôle et motivé.
Revendiquez J.A. Financial Planning Ltd pour mettre à jour les informations, répondre aux avis et accéder aux statistiques.
Note globale
Bethan Stalker
Really knowledgeable and explained things in laymen’s terms. The presentation was highly informative and the advice was invaluable.Terminology clearly explained. Thank you for walking us through a minefield!
Emer Slattery
We recently had a pensions session for staff at my school, and I can honestly say it was one of the most valuable and eye-opening experiences I've had in terms of financial planning. Jak led the session, and he was nothing short of brilliant. Jak's depth of knowledge was immediately clear, but what really stood out was his ability to make a complex and often overwhelming subject not just accessible, but genuinely engaging. He broke down the different ways teachers can inadvertently fall into pension-related traps, and emphasized the critical importance of getting proper financial advice tailored to your individual situation. What made the session truly worthwhile was how Jak connected financial security with overall well-being. You could tell he genuinely cares about helping people feel empowered and in control of their financial future. His passion and sincerity shone through, and it was clear that he’s making a real, positive difference in people’s lives. I'm genuinely looking forward to the one-to-one session with his company – I know it’ll be a great opportunity to pin down my own finances. I would highly recommend this session to any school setting – it's the kind of practical, meaningful support we don't get nearly enough of.
Lisa Jones
Jak came into school to deliver a session to staff on pensions. The session was extremely informative and very worthwhile and I left feeling motivated to find out more and also with a personal goal of taking charge of my own future with reguards to my own finances. I have a long way to go but feel this was the 'kick' that I needed to get off the starting line. Thank you!
Anthony McTeague
The meeting was excellent. Jak was so informative and concise. He came across as personable, knowledgable and entertaining! I left, as he said I would, feeling very confused but with a lot of food for thought. Would love a follow up appointment and will definitely attend another talk.
Paul Merryweather
It was unsettling to find out just how much I didn’t know about my pension and just how hard it can be to take it without losing out somewhere along the line. However, I felt reassured after the session and understand the benefits of using someone who understands the system to guide you through your options and make sure you have done the right thing.
