R S J Financial Planning

Driven by a commitment to holistic financial planning and personalized advice, RSJ Financial Planning has been guiding individuals and businesses in Liverpool and the surrounding areas towards financial security for over 35 years.

Who we are

Founded in 1986, RSJ Financial Planning is an Independent Financial Adviser Practice specializing in investment advice and a comprehensive range of financial planning services. Our experienced team of professionals are passionate about understanding your unique financial goals and circumstances to create a tailored plan that aligns with your aspirations.

What sets us apart

• Independent and unbiased: We are not tied to promoting any specific products or companies, ensuring you receive truly impartial advice.
• Client-centered approach: We prioritize understanding your individual needs, concerns, and goals to deliver solutions that work for you.
• Tailored solutions: Every individual and business is unique, so we create bespoke plans based on your specific circumstances.
• Long-term relationships: We believe in building strong relationships with our clients and providing ongoing support and guidance throughout your financial journey.

For Individuals

• Financial Planning & Wealth Management
• Income Protection
• Investments
• Life & Health Insurance
• Pension & Retirement Planning
• Personal Family Protection Services

For Businesses

• Business Protection
• Employer Pension Scheme Management
• Financial Planning & Wealth Management

Our Expertise

Our team of experienced professionals has extensive knowledge and expertise in various financial areas, including:

• Retirement planning and income generation
• Investment strategies and wealth management
• Insurance solutions for individuals and businesses
• Estate planning and Inheritance Tax mitigation
• Business succession planning

What our clients say

"RSJ Financial Planning helped me organize my finances and plan for my retirement." - John and Sandra

"I was very impressed with the personalized attention and commitment to understanding my financial goals." - Michael Slater

"The team at RSJ is highly professional, yet approachable and friendly." - Hayley Atherton

Get the peace of mind you deserve

Contact RSJ Financial Planning today and schedule a consultation to discuss your individual financial needs and explore how we can help you achieve your financial aspirations.