RSJ Financial Planning is an Independent Financial Adviser Practice specialising in Investment Advice. RSJ Financial Planning began its practice in 1986 as an Insurance Broker and Independent Financial Advisers. We have offices in Liverpool City Centre and West Derby, Liverpool and also work extensively throughout the North West. Our team is among the most experienced in the industry, committed to understanding your financial requirements and using our skills to assist in the planning, growth and development of your own financial strategy.
Services
RSJ Financial Planning is an Independent Financial Adviser Practice specialising in Investment Advice. For new clients we offer a free consultation - if you'd like to see if we're good fit for you. We'll meet for about 30 minutes so you can tell us what you need and we'll explore how we can help. There's absolutely no obligation to use our service.
At RSJ we are proud of our track-record of forging longstanding relationships with our clients, and it is this which provides the platform for delivering robust and meaningful holistic financial planning. As a new client to RSJ, we will seek a full understanding of your business, personal and family circumstances, after which we will evaluate your financial situation as it currently stands.
RSJ Financial Planning is an Independent Financial Adviser Practice specialising in Investment Advice. We are able to arrange bespoke income protection which will cover part of your income if you can't work because you have fallen ill or due to an accident. But we will only recommend cover following a thorough review of your financial and personal circumstances.
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