ACJ Financial Planning - Rugby

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ACJ Financial Planning: A Comprehensive Overview

For individuals and families seeking expert and reliable financial planning services, ACJ Financial Planning stands out as a dedicated and client-focused firm. Located in the charming village of Cawston, Rugby, ACJ Financial Planning operates from its address at 26 Dodgson Cl, Cawston, Rugby CV22 7ZQ. They readily serve clients in the Rugby area and beyond, offering a personalized approach to wealth management and strategic financial guidance.

About ACJ Financial Planning

ACJ Financial Planning is a well-established firm committed to providing comprehensive financial solutions. The company specializes in assisting clients with a diverse range of financial needs, including mortgages (both residential and buy-to-let), pensions, and investments. Their core strength lies in building long-term relationships based on trust and a deep understanding of each client's unique circumstances and goals. The team prioritizes clear communication and strives to demystify complex financial concepts, ensuring clients feel confident and informed every step of the way.

Location and Accessibility

The firm’s convenient location at 26 Dodgson Cl, Cawston, Rugby CV22 7ZQ, makes it easily accessible for local clients. Furthermore, ACJ Financial Planning demonstrates a commitment to inclusivity by offering a wheelchair-accessible car park and a toilet, ensuring that all visitors can comfortably access the premises.

Client Testimonials & Reputation

ACJ Financial Planning enjoys a consistently high level of client satisfaction, as evidenced by its impressive average opinion of 5/5 on Google My Business. The company has received four positive reviews, highlighting the expertise and dedication of its team. Feedback consistently praises Chris and the team for their professionalism, knowledge, and proactive approach to financial planning. Clients appreciate the regular, thorough financial planning reviews and the ease of collaboration, particularly when discussing complex areas like property finance and investment strategies. It’s clear that ACJ Financial Planning prioritizes building strong, lasting relationships with its clients.

Key Contact Information

Address: 26 Dodgson Cl, Cawston, Rugby CV22 7ZQ
Phone: 01788648108
* Website: acjfinancialplanning.co.uk

Recommendation

For anyone seeking a knowledgeable, trustworthy, and client-centered financial planner, ACJ Financial Planning is an excellent choice. Their commitment to clear communication, combined with their expertise across various financial areas, positions them as a valuable partner in achieving long-term financial security. We strongly encourage potential clients to visit their website at acjfinancialplanning.co.uk to explore their services and schedule a consultation. Taking the proactive step to connect with ACJ Financial Planning is a significant investment in your financial future.

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👍 Reviews of ACJ Financial Planning

John R.

5/5

Chris is a fabulous person and it is great to know him. We have collaborated for the past 4+ years on residential and buy-to-let mortgages, pensions and investments.
Chris and the team provide an excellent service and it is a pleasure to regularly meet for our financial planning reviews.
I strongly recommend Chris & the ACJ team to anyone looking for financial advice.

Samantha E.

5/5

ACJ are both professional and friendly.
As a Mum of two young children, Chris has helped us plan for our future by arranging financial protection and trustees.
He has also combined two small pension pots for me and was able to explain all the different options available.
I highly recommended Chris if you're looking to explore your financial portfolio and get advice, particularly if you're short on time and juggling a busy family life. He does all the paperwork and is always happy to go back over things with me if I have any more questions.

Rob E.

5/5

Chris provided excellent service and is always on hand to answer queries and provide support. Recently sorted out our mortgage renewal as well as associated life insurance.
I would strongly recommend to anyone looking for financial advice.

colin

5/5

An excellent service. My pension advise was explained very well which made it easy to understand my options for the future. I would recommend to all.