Welcome to HJS Financial Planning

HJS Financial Planning will help you to take charge of your financial security, today and in the future.

Comprehensive Financial Planning

We offer a comprehensive financial planning service that reflects your individual goals and needs. You know where you want to be in the future, the lifestyle you want to enjoy and the security you want to have in place – we’re with you for the long term to make that vision a reality.

We understand that a key barrier to getting a thorough financial plan together is time. You need time to really get the heart of your goals, time to identify potential options, and time to get results. Everyone’s financial needs are different. Our knowledge and expertise of the financial services market will tailor a plan just for you. With our investment portfolio management experience as well, we can build a financial plan that considers all areas of your wealth, so that they work together.

We are here every step of the way

Whether you’re at a stage where you want to start planning for the future, or you want to step back and reflect on the plans you currently have, our team of independent financial advisers can help you.

Take those first steps to creating the financial security and lifestyle you deserve – contact HJS Financial Planning today.

Our specialist advice areas cover:

Pension & Retirement Planning

Helping you to retire when you want to whilst maintaining your chosen lifestyle.

Investments

Achieving the best possible return for your hard-earned income.

Estate Planning

Protecting the value of your wealth and assets for the future.

Life Assurance

Protecting your loved ones and their living standards from unforeseen events.

Kind words from our clients

“Just to say thank you for all the efforts that Simon and Adam have put into the recent work on Christine’s SIPP. Following my long and detailed email at the beginning of March we have achieved what we set out to do in the 2017/2018 tax year.”

Mr E, Isle of Wight

“Hannah, I really enjoyed the experience, yesterday. You made me feel valued, confident in your approach and ability to provide me with good advice. I am particularly grateful that and you did not make me feel further embarrassed at my appalling lack of retirement planning!”

Mr A.M, Poole

“I would just like to share how pleased we are with your service via Peter Winter. Peter recently assisted me with an early payment from my pension. It was sorted very quickly with minimal paperwork to go through and overall was very stress free. I would recommend Peter and the team at HJS Financial Planning to anyone. Thank you.”

Mr B, Bedford

“I have to write to acknowledge the fantastic efficiency and professionalism I’ve received from Stacie during what I thought would be a bit of a stressful process. How wrong was I! Stacie has moved the Scottish Widows policies to the PRU and already sorted the lump sum and 1st monthly pension payment! Her contact has been regular and concise and Stacie always answers her phone when I’ve needed a chat or reassurance!! I can’t praise her enough and I’m delighted to have found your Company.”

Mr W, Winchester

Get in Touch

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