Independent Financial Advice
M J Financial Services Ltd
financial, Services, financial advice
We are a firm of independent financial advisors based Cardiff. Our primary aim is to provide you with sound, professional advice. We do this by getting to know you and your aspirations. Our relationship with you is the key to ensuring the advice we give is accurate, appropriate and enduring.
Advice On All Financial Services
We offer a comprehensive financial planning service for all your investment and protection needs:
Pension Planning When do you want to retire and how much income will you need? Life Assurance How much cash would your family need to maintain their current lifestyle if you die prematurely?
Income Protection Would you require a regular income or a cash sum if you suffered a serious illness or disability?
Investments/Regular Savings Are you making the best use of any spare capital or surplus income?
Mortgages Do you want to reduce your current mortgage outlay or are you moving home?
We provide advice on all matters financial, which includes; Child Savings, Personal Life Cover, Retirement planning & pension Advice, Investment Advice, Mortgage Services, Life Protection, Mortgage Protection. We also provide a specialist later life advice service for clients in regards Equity Release, long term care, Care Home fees, Inheritance tax matters.
Being independent means we have access to the whole of market in terms of providers and products. This allows us to find the best products from the best providers available to us for our clients.
We provide a free no obligation first meeting for all our new clients so we can sit down and discuss your requirements. All our appointments are carried out in the comfort of your own home or at your place of work.
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