EJ FINANCIAL LTD
EJ FINANCIAL LTD
2nd Floor • Johnsons Building • The Broadway • Crowborough • East Sussex • TN6 1DE
01892 655973 • 07484 138682
EJ Financial Ltd. Registered in England and Wales No 9370740
EJ Financial Ltd is authorised and regulated by the Financial Conduct Authority No 670594
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
Our Commitment to You
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-
EJ Financial Limited is permitted to advise on and arrange (bring about) deals in investments and non-
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).
Scope of Advice
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.
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
Below are some of our trusted support partners.
We sent out Surveys to our Clients and below are a few of the comments returned:
Q. What does EJ Financial do really well?
Explains his process and guides me through my investment options.
Contact with client which is very important. Explanation of strategy
Contact. Information. Follow up. Presenting in plain English, easy to understand.
Ted takes time to understand my needs and asks 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.
Very capable and insightful financial planning expert.
Q. Do you have any other comments, questions, or concerns?
I always enjoy our meetings, and feel well informed on the subject discussed. No flannel, straight to the point.
I have already recommended EJ Financial to some of my colleagues.
We like to support charities that are connected to the community close to our office or that are engaging, supporting and developing a variety of people of all ages in their difficult journey through their lives. Click here to read more.
E J Financial Ltd
Registered in England and Wales. No. 9370740
Registered Address: Timbers, Southview Road, Crowborough, East Sussex, TN6 1HW
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