Placeholder Picture

Welcome to EJ Financial Limited

Impartial Investment, Pension and Tax Planning

Placeholder Picture

07484 138682

  • Stockmarket
  • Tax Planning
  • Retirement Planning
Stockmarket1 Tax Planning2 Retirement Planning3

About EJ Financial Ltd

Ted Shaw at EJ Financial specialises in personalised Annuity Income, Retirement, Tax and Investment Planning advice for individuals looking to develop investment portfolios in excess of £100,000. 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.

Video - 'Understanding the Stock Market'

Video - 'Learn how pensions and active portfolio management work'

Video - 'The Pickle Jar of Life'

Did you know?

Advised Clients better off by £40, more here.

  • What our customers say about us

    What our customers say about us

    “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.”

  • How do we do it?

    How do we do it?

    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:

    • Pensions
    • Annuity Income
    • ISAs
    • Tax Planning
    • Retirement Planning
    • Up to Date Financial Information
  • Why choose EJ Financial Limited?

    Why choose EJ Financial Limited?

    • Ted gives a personal Financial Advice service and individual financial advice dependent on your personal circumstances and future plans.
    • We are qualified and regulated
    • We will offer you an appointment at a time and location that suits you
    • We will take the time to understand you, your personal circumstances and what is important to you
    • We listen and explain things, demystifying the jargon
    • We will offer sound, impartial and independent advice, in your best interests
    • We offer a free first consultation and our subsequent charges are clearly explained
    • We will act with integrity and pride ourselves on developing a really good personal relationship with our clients
    • We will keep in touch, reassuring you that things are on the right track or making proactive suggestions for improvement. You can contact us with any queries and we will get back to you promptly
    • We support and are part of the local community

    Ours is the friendly, local face of financial advice so why not give us a call and talk to Ted on 07484 138682.

  • The EJF differentiators: we lead, others follow


    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:

    • Our Client Recommendation Report Advice Fees are flat rate fees
    • Bespoke portfolios are provided
    • We use an in-house Investment Management Team
    • Our focus is on Income Producing Assets to create natural income
    • Three Platform Managers are used
    • Receive fees only from our Clients and NO benefits from any providers
    • We Are truly impartial and independent
    • Perform regular due diligence on the portfolio asset managers
    • Do NOT add fees to regular monthly contributions whether that is Unit Trusts or Investment Trusts
    • We do not charge for transferring monies from a General Investment Account (GIA) to an ISA
    • Give an individual, personal and relevant advice service
    • Automatically give Clients an Annual Review, every year, without being asked
    • Have regular Client Review Board meetings, comprising myself as secretary, an independent Chairman and three Clients, to keep the company on the ‘straight and narrow’ and provide direct feedback from Clients
    • We do outsource our Compliance for Independent reporting
    • Meet with Clients at their convenience; in their home, our office or elsewhere convenient
    • Support Clients with their tax issues
    • Provide Educational videos for understanding the workings of the Stock Market and Pensions
    • We outsource DB pension scheme advice to avoid any conflict of interest
    • Use Dropbox for expedient, ecological and efficient communication
    • Issue a regular ‘Market Update’ email. Usually once per week
    • It’s the little details that make the difference to great advice
  • Our commitment to you

    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-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.

  • Investment & Non-Investment Insurance Services

    Investment & Non-Investment Insurance Services

    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.

  • Independent Advice

    Independent 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.

Our General Data Protection Rules policy may be found here.

For more information Talk to Ted on 07484 138682

Back to top
  • Stockmarket
  • Tax Planning
  • Retirement Planning

EJ Financial Limited • 2nd Floor • Johnsons Building • The Broadway • Crowborough • East Sussex • TN6 1DE

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

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 07484 138682 for further information.

Terms and Conditions vailable on request

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

Privacy Policy Terms & Conditions