Overview

At Court View Financial Planning Ltd, our job is to guide you to a secure financial future. Handling your finances shouldn't be complicated, so we believe in a clear and direct approach with no financial jargon. Here's how we can help: - We will take the time to understand your money-life goals. - We will review your current financial situation with no judgments. - We will work with you to develop your financial goals. - We will identify and present you with solutions and evaluate alternatives. - We will create and build you a financial action plan. - We will regularly review your plan. You don’t have to understand financial planning, just what you want your money to do for you - our job is to help you realise those aspirations. You might think you don't have enough money to warrant talking to an adviser, but people often have more investible assets than they realise. You might be afraid to find out where you stand, but it’s an essential step in us guiding you towards a secure financial future. Ready to make your money work harder for you? Give us a call on 01296 634968 or email nick.raynor@sjpp.co.uk The value of an investment with St. James's Place may fall and rise. You may get back less than you invested. Court View Financial Planning Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (authorised and regulated by the Financial Conduct Authority). SJP Approved XX/XX/XXXX