01892 234884    •    020 3657 9079

info@ejfinancial.co.uk

  • EJ Financial Ltd
  • Pensions
  • Tax Planning
  • Retirement Planning
  • Equity Release
  • Cash Flow Planning
  • ISA's
  • Inheritance Tax Planning
  • Savings & Investments
EJ Financial Ltd1 Pensions2 Tax Planning3 Retirement Planning4 Equity Release5 Cash Flow Planning6 ISA's7 Inheritance Tax Planning8 Savings & Investments9
  • EJ Financial Ltd
  • Pensions
  • Tax Planning
  • Retirement Planning
  • Equity Release
  • Cash Flow Planning
  • ISA's
  • Inheritance Tax Planning
  • Savings & Investments
EJ Financial Ltd1 Pensions2 Tax Planning3 Retirement Planning4 Equity Release5 Cash Flow Planning6 ISA's7 Inheritance Tax Planning8 Savings & Investments9

Welcome to EJ Financial Ltd

Impartial Investment, Pension and Tax Planning

Who we are

We are an independent, local, investment, pension and tax planning company.

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Click here to read our terms and conditions.

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
  • ISAs
  • Tax Planning
  • Retirement Planning
  • Mortgages
  • Life, Critical Illness and Income Protection Insurance
  • Up to Date Financial Information

Why chose EJ Financial Ltd?

  • 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 working 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.

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

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).

Scope of 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.

Non-investment Insurance

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:

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  • Parmenion_Logo
  • Royal_London_Logo
  • True_Potential_Logo
  • Waverton_Logo

Who is Ted Shaw?

Placeholder Picture

Ted Shaw Dip PFS is an independent Financial Advisor with the following professional experience:

  • 15 years experience in the IT industry
  • Experience in print sales becoming deputy Managing Director and later Account Director at a larger firm managing £13 million print account
  • Qualified Stockbroker and Financial Advisor with Edward Jones Ltd
  • Achieved Diploma Qualified status in 2011
  • Established EJ Financial Ltd in 2014

Click here to download Ted's Current Diploma 'Statement of Professional Standing'

What does he offer?

  • Independence
  • Impartiality
  • Clarity
  • Flexibility
  • Integrity

Andria Geal CeMAP

  • Andria Geal CeMAP is a Mortgage Qualified Adviser

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 is EJ Financial Limited part of the wider community?

  • Our offices are based, centrally, in Crowborough
  • We have a ‘green office’ policy, minimising waste and encouraging recycling

We support two local charities:

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.

www.clued-up.info

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.

www.rockinghorse.org.uk

We support a number of local organisations through sponsorship:

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 234884

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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.

Click here to see our full terms and conditions

EJ FINANCIAL LTD
2nd Floor • Johnsons Building • The Broadway • Crowborough • East Sussex • TN6 1DE

01892 234884020 3657 907907484 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

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