Ted Shaw at EJ Financial specialises in personalised Retirement, Tax and Investment Planning advice for individuals looking to develop investment portfolios in excess of £100,000. Established in 2014, there is a staff of 4 people across two offices in East Sussex and Berkshire. We consider ourselves to be strategic planners and only advise after carefully considering what you hope to achieve with your money. Our core values are: Clarity, Friendliness, Independence, Integrity and Pro-activity. We carefully consider your own personal situation and appetite for risk before we recommend anything. We perform continual Due Diligence on our Service Partners to ensure that they fulfill their Investment promises and we make changes where necessary. We are actively involved in our local community, and are proud to sponsor relevant charities and sports clubs. We have regular Client Review Board meetings, attended by three Clients, to 'keep our feet on the ground' and to ensure that we continue to provide our personal service.
Advised Clients better off by £40,000....read more here.
Click here to read our terms and conditions.
“Ted takes time to understand my needs and asks me quite direct questions to help me think about what I need/want for my future.”
“I had no idea what my pension was worth and was pleasantly surprised with the outcome. I would never have considered moving my pension had Ted not explained the benefits.”
“A very capable and insightful financial planning expert.”
We take the time to understand your financial goals, current circumstances and your attitude to risk. We then offer impartial advice and make recommendations based on a comprehensive and fair analysis of the market. We help our clients with the following:
Ours is the friendly, local face of financial advice so why not give us a call and talk to Ted.
I just thought that I would try to outline some of the items that we at EJ Financial do, that we believe not all other IFA’s do:
We are an Impartial Investment, Pension and Tax Planning Company. Prior to providing you with any advice we will take the time to understand your current financial goals and objectives, current circumstances and attitude to risk. We will write to you after the first meeting to confirm our discussion and to inform you whether a review is necessary and the attendant fees. You will not have incurred any charges or have made any commitment up to this point in our exchanges. Any advice recommendations will be confirmed to you in writing. It is a two-way street and it is in your best interest that we are able to develop a really good working relationship in order to ensure that you have a comfortable retirement with the clarity of how you get there.
EJ Financial Limited is permitted to advise on and arrange (bring about) deals in investments and non-investment insurance contracts.
EJ Financial Limited does not handle clients’ money. We never handle cash or accept a cheque made out to us (unless it is a cheque in settlement of charges or disbursements for which we have sent you an invoice).
We offer products from a range of insurers on the basis of a fair analysis of the market, for example; for Term Assurance, Critical Illness, Family Protection and Income Protection Policies.
We will advise and make a recommendation for you after we have assessed your risk, needs and financial situation. Our recommendation will be based on a comprehensive and fair analysis of the market.
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EJ FINANCIAL LTD
2nd Floor • Johnsons Building • The Broadway • Crowborough • East Sussex • TN6 1DE
01892 234884 • 020 3657 9079 • 01635 777795
EJ Financial Ltd. Registered in England and Wales No 9370740
Authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No 670594 at www.fsa.gov.uk/register.
The Financial Conduct Authority does not regulate taxation and trust advice.
The value of your investment can go down as well as up and you may get back less than you have invested.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
NOTE: None of the above constitutes advice, always consult a professional adviser before making any investment decisions.
Please talk to Ted on 01892 234884 or 01635 777795 for further information.
Terms & Conditions
Independent Financial Advisor
Financial Review & Planning • Pension Contribution Planning • ISA Contribution • Pension Freedom Advice • Protection
Investment Portfolio Management • Tax Planning • Retirement Planning • Trust Investment • Portfolio Reviews