About the Business
Working alongside LJ Financial Planning Limited, we build long term relationships with our clients. In the UK there are only a small number of financial adviser firms who have been awarded the prestigious 'Chartered Financial Planning Status', LJ Financial Planning is one of them. We are independent, our only tie-in is our loyalty to our clients.
I started advising clients back in 1998. I believe that testament to what is I do is the fact that 80% of new clients come from referrals from existing clients. I actively encourage clients to contact me at with any query they may have, my role is to provide advice, support and financial peace of mind.
I've been married to Mandy for 18 years and we have two children - Jake 14 and Lucie 12. When I'm not being 'dad's taxi' I keep fit by playing football, squash, swimming and cycling. I've had a season ticket at Blackpool Football Club for 25 years and go to the games with Jake. I also help out with Jake's football team, Southport Juniors under 15's.
Location & Hours
32 Larch Street
