BUILDING FINANCIAL CONFIDENCE TOGETHER

From your first contact with JG Financial Planning you will benefit from over 15 years of financial planning experience. You will have the same advisor who will support you throughout the financial planning journey, to help you understand and meet your needs. This ensures you receive the best financial advice to achieve your goals.

Introductory calls are held free of any charge. Once we have established the breadth of advice required, I will look to agree a fee for any proposed work. All fees are agreed in advance in writing.

BOOK YOUR FREE DISCOVERY CALL TODAY

1. Understand Your Needs And Financial Goals

2. Create A Tailored Financial Plan

3. Have Confidence & Clarity Moving Forwards

What Sets Me Apart?

1. A Tailored Service

Unlike larger firms, with my more focused client base I pride myself on understanding your needs and care deeply. I am invested in ensuring you get a bespoke, tailored plan that is right for you.

2. A Complete Solution

I am able to advise and develop a financial plan and support you with ensuring everything is in place to enable you to achieve your financial goals. Whether it’s achieving your retirement goals, providing support for your grandchildren’s future or helping you navigate the increasing complexities surrounding inheritance tax I can support you.

3. Independent Advice

Being independent gives the benefit to access a wide range of financial solutions across the market and not be restricted by providers.

Services Offered

I offer a complete financial planning service for you and/or your business, below are our most popular services:

Insurance To Protect You Or Your Business From The Unexpected

This forms the bedrock of any financial plan. Ensuring when the unexpected or unfortunate life events happen you and your family are financially supported.

Investment & Wealth Planning

I specialise in ensuring investment solutions: investment bonds, investment accounts, ISA’s, venture capital trusts (VCTs) and trust planning.

Retirement & Cash Flow Planning

This is about establishing your goals and helping us bring them to reality. Developing an adaptable financial road map that allows you to plan and track progress.

 
The value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.   Some commercial financial planning, trusts, estate and cash flow planning are not regulated by the Financial Conduct Authority.

I Help Clients Answer Life’s Important Financial Questions

What will happen to my family if I die or suffer a major illness?

What will happen to my family if I cannot work?

Can I afford to privately educate my children or put them through University?

How much money do I need to retire and live the lifestyle I want?

When will I be able to afford to retire?

Will there be a time in my life when I run out of money?

Am I taking too much (or too little) risk with my investments?

Experience tells us that many people do not know the answers to these important questions, so they value our help in working together to find the answers they need.

FOR ADVICE TODAY PLEASE CALL JAMES GREY ON: +44 7568 545281