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WELCOME TO BCJ Financial Planning Limited
Financial advisers located in Horsham, West Sussex
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
Call us today on 01403 713122 or email us at [email protected] and we'll be pleased to help you.
ABOUT
Who we are and what we do
BCJ Financial Planning started advising clients in February 2011 and was established by its three principal Directors, Philip Bowen, Shaun Chambers & Derrick Jones. Derrick and Philip have since retired, but Shaun along with Lisa continue to advise their clients based out of their office in Horsham, West Sussex.
Financial Services
We offer a full range of financial services and have highlighted three of our most popular below.
Saving & Investment
Saving is a stage on the way to investing. Investing is what you can do with the savings you have created...
view more Retirement Planning
A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level...
view more Protection
There are events we can all face that have the potential to disrupt lives, standards of living and families.
view more
The plan for you
1About You
We meet together to discuss your personal circumstances and your current financial situation.
2Your Goals & Ambitions
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
3Analysis
We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.
4How to get there
So now we know where you are and where you want to be. In this phase, we present your Personal Financial Plan.
5Implementation
It's time to implement the plan. Every course of action that we have recommended and agreed with you is now put into motion.
6Review the Plan & Progress Updates
If required, review dates will be agreed and can take place annually or more regularly if required or requested, ongoing fees will be agreed as to which service level is required.
Want to make the most of your wealth?
Contact us now to speak to one of our Financial Advisers
Don't miss this opportunity!
Where we are
The Old Granary, Field Place Estate, Byfleets Lane, Broadbridge Heath, Horsham, West Sussex, RH12 3PB
The Financial Conduct Authority does not regulate Estate Planning.
Registered Address: The Old Granary, Field Place Estate, Byfleets Lane, Broadbridge Heath, Horsham, West Sussex RH12 3PB. Registered in England and Wales No.07354243.
BCJ Financial Planning Limited is an Appointed Representative of Quilter Financial Limited. Quilter Financial Limited is authorised and regulated by the Financial Conduct Authority, FCA number 497604.
Quilter Financial Limited is a limited company registered in England and Wales, registered number 06784783, registered office, Wiltshire Court, Farnsby Street, Swindon, Wiltshire SN1 5AH.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at customers based in the UK.
Approver Quilter Financial Services Limited
