HJP Chartered Financial Planners
We understand that talking about your finances can be daunting. We won’t tell you what to do. But by building trusted, long-term relationships, we empower you to make better decisions with your finances. Both for you and your loved ones.
After all, no two people are the same. By working with us we will start by getting to know your personal circumstances and goals for the future.
What we can do for you
Financial advice is not a one-off transaction, and we understand that ambitions, plans and attitudes towards risk are not universal and can change over time.
We offer personal advice for anyone seeking to:
- Build a more secure future for yourselves and your loved ones
- Protect your family both now and in the future
- Plan a retirement you can look forward to and enjoy
- Ensure you make the most of tax allowances available
What you can expect from us
What makes us different is that we care. We are small enough to have a local, personal feel but large enough to have a group of advisers with a full range of expertise, including investment planning, trust & estate planning, pension planning, mortgages, long-term care planning and protection planning. We also help business owners achieve their financial freedom more efficiently.
We are a friendly, Dorking-based firm which offer advice in a simple and jargon-free way. You can read more about the team at: https://www.hjpcfp.com/about/meet-the-team/listing
Our company values are:
Compassionate
Aspirational
Responsible
Everyone
We believe financial freedom should be accessible to everyone and want to make a difference to clients, our staff, and our local community. We make the time to provide financial education to schools and work with local charities.
Read our About us page for more information https://www.hjpcfp.com/about
Find out more
Get in touch to find out more or to book your initial no obligation, exploratory meeting where you can find out more about how we work and how we can make a difference to you.
Call: 01306 742200
Email: hjpcfp@sjpp.co.uk
Website: www.hjpcfp.com
Your home may be repossessed if you do not keep up repayments on your mortgage.
Trusts are not regulated by the Financial Conduct Authority.
HJP Chartered Financial planners is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products.
HJP Chartered Financial planners is a trading name of HJP Wealth Management Limited
SJP Approved 17/11/2022
