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RJS Financial Ltd

Overview:

As a financial adviser specialising in the management of investment portfolios and pensions, we've been helping clients navigate complex financial markets for many years and from those very early days our business has evolved primarily through client recommendations.

Based in Abergavenny, we provide impartial, unbiased and objective financial advice, with a view to protecting and enhancing our client's wealth and sense of well-being.

As an experienced, qualified adviser, we cover the whole financial services market. Whether you are seeking to build an investment portfolio or creating a tax-efficient retirement strategy we have the expertise to provide the answer.

At RJS Financial Ltd we use state of the art technology enabling us to meet all of our client's financial needs both personally and corporately and achieve their objectives in the most cost-effective way.

This is important because there are literally thousands of different options available and our clients want to be certain that any investment, pension, healthcare, or insurance recommendations that we present for consideration are the most appropriate to their individual needs.

In other words, recommendations that are totally in our client's interests - not someone else's.

Our initial meeting is usually without charge after which we provide in writing a full explanation of costs. We do nothing until we have a thorough understanding of our client's requirements.

With that knowledge, we can identify the products that will enable our clients to achieve their goals delivered by an entirely personal service.

We then prepare and analyse recommendations, assessing benefits against cost.

Our final proposals are well-researched and constructed on the basis of what's best for our clients and nobody else.

And of course, we are prepared to work alongside our client's Accountants and Solicitors.

We firmly believe in the importance of working together to build rewarding relationships and working closely with our clients enables us to help them fulfil and achieve their objectives.

RJS Financial Ltd focuses on flexibility, offers a wide range of investment options and different price structures to choose from.

RJS Financial Ltd is a member of the Financial Network which provides our company with a wide range of detailed technical and compliance support and offers guidance for our clients regarding all of their financial requirements.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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