EJ FINANCIAL LTD
We are an independent, local, investment, pension and tax planning company.
Click here to read our terms and conditions.
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.
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 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:
Ted Shaw Dip PFS is an independent Financial Advisor with the following professional experience:
Click here to download Ted's Current Diploma 'Statement of Professional Standing'
“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.”
Clued-up, Crowborough, who provide a drop-in centre where 11-25 year olds can access a wide variety of information, confidentially and in a relaxed environment.
Rockinghorse, Brighton, the official fund-raising arm of the Royal Alexandra Children’s Hospital and supporter of the Trevor Mann Baby Unit, providing life saving equipment in a child-friendly caring environment.
Crowborough Rugby Football Club: www.crowboroughrugby.com
Crowborough Athletic Football Club: www.crowborough-afc.org.uk
Crowborough Scouts: www.1stcrowborough.org.uk
Society of the Friends of Montargis: www.friendsofmontargis.wordpress.com
For more information Talk to Ted on 01892 234884Back to top
E J Financial Ltd
Registered in England and Wales. No. 9370740
Registered Address: 2nd Floor, Johnsons Building, The Broadway,
Crowborough, East Sussex TN6 1DE
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 for further information.
EJ FINANCIAL LTD
2nd Floor • Johnsons Building • The Broadway • Crowborough • East Sussex • TN6 1DE
01892 234884 • 020 3657 9079 • 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