R J Financial Planning Limited

Mortgage broker · Cardigan · incorporated 2013

  • Self-employed
  • Later life & equity release

Contact details published by the firm

01437 767081 Visit rjfinancialplanning.co.uk

Services mentioned on its website

When we checked rjfinancialplanning.co.uk on 2026-09-13, R J Financial Planning Limited mentioned self-employed, later life & equity release. This comes from the firm's own pages, not from an assessment by us — confirm directly that it handles your situation.

Checking R J Financial Planning Limited on the FCA Register

Its website says it is an appointed representative of St. James's Place, which takes regulatory responsibility for its advice. We haven't verified this with the FCA. Search R J Financial Planning Limited on the FCA Register →

Questions to ask R J Financial Planning Limited

  1. Can you recommend mortgages from the whole market, from a panel of lenders, or from a single lender?
  2. Do you charge a fee? If so, how much is it and when is it payable?
  3. How many years of accounts or tax calculations will lenders want to see for my income?
  4. Are you qualified to advise on equity release, and how would you involve my family in the decision?

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