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5+

Years
with Yell

PJL Financial Services Ltd

Impartial Financial Advice tailored to your needs

5.0 (38 Ratings) | Write a review

Unit 9-11 The Locks, Hillmorton, Rugby, CV21 4PP Directions

   Now closed Open Thursday 08:30 - 17:00

Why Choose Us?

Expert Advice
Extensive Knowledge
Impartial Advice
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Review summary

5
5

38 reviews

38
5
38
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3 0
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1 0
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Our location

Opening hours

Monday 08:30 - 17:00
Tuesday 08:30 - 17:00
Wednesday 08:30 - 17:00
Thursday 08:30 - 17:00
Friday 08:30 - 17:00
Saturday Closed
Sunday Closed

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Payment methods

Cheque

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Business overview

A directly authorised, FCA regulated firm of Independent Financial Advisers and Mortgage Advisers offering impartial financial advice with our bespoke financial planning service.

We are a local, directly authorised firm of Independent Financial and Mortgage Advisers offering tailored financial services to support you in meeting your personal financial goals. Our friendly, knowledgeable and highly experienced team of advisers pride themselves on their ability to deliver impartial and bespoke advice that you can trust.

We offer comprehensive advice covering a range of areas including Pension and retirement planning, tax and wealth planning, savings and investments, mortgages, equity release and various types of insurance. Based in Rugby, Warwickshire, we serve clients from all across the country.

Products & Services

Independent Financial Advice

Independent Mortgage Advice

Pensions

Retirement Planning

Inheritance Tax Planning

Tax Planning

Savings

Investments

Protection

Mortgages

Equity Release

Personal Pensions

SIPPs

Income Drawdown

Capped Drawdown

Flexi Access Drawdown

Annuities

Group Personal Pensions

Stocks and Shares ISAs

Collective Investment Schemes

Investment Bonds

Enterprise Investment Schemes

Venture Capital Trusts

Friendly Society Savings Plans

Cash ISAs

Investment Linked Annuities

House Purchases

Non-Standard Mortgages

Remortgages

Second Charges

Buy to Lets

Land Purchases

Professional Landlords

Lifetime Mortgages

Mortgage Protection

Whole of Life Protection

Life Assurance

Critical Illness Protection

Income Protection

Buildings and Contents Insurance

Credentials

Accreditations

  • Financial Conduct Authority (813547)

Associations

  • Financial Conduct Authority (813547)

Related searches:

Money transfer Equity release Actuaries Banks Credit & discount cards Stockbrokers Investments Life assurance & pension consultants Life assurance & pension companies Credit unions Pensions Debt management

Reviews

Easy to communicate with and great support

5
Not a bad word to say about PJL. Helping me and my family secure a a mortgage and protection. Easy to talk to, communicate with and deal with. When we were throwing ideas around for new builds, project houses, traditional homes, Mark was great in talking us through various lending solutions and what our options were. I am looking forward to working with the PJL team to help us to get our pensions sorted.
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Pension advice

5
After speaking to Chris Allen on the phone and making an appointment for pension advice, I was blown away by his knowledge and advice on the subject. I have totally been put at ease with his advice and will certainly visit him again should the need arise. A totally satisfying meeting, and the tea was not bad also!

Thank you once again.
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THANK YOU!!

5
Would like to say a massive thank you to all the people at PJL especially Mr Harris who helped me and my family get a mortgage offer against all odds really... We are really greatful to the team and I'm not someone who usually writes reviews... Were outstanding and could not have asked for more!! Could not recommend higher!!
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Very happy with PJL Financial Services Ltd

5
We are very happy with the service that PJL Financial Sevices Ltd have provided to us over several years.

Chris Wood is a very friendly and informative person who was recommended to us by close friends and have since recommended him to work colleagues.

He has explained to us how our finances will be invested and maintained and promptly arranged financial transactions at our requests.

Any uncertainty we may feel in current climates have been alayed by Chris Wood and are guided by his judgement.

We would recommend PJL Financial Sevices Ltd to anyone looking for pension advice.
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Excellent Service

5
I have found the service I have received from Chris Wood at PJL invaluable. Chris has explained fully what will happen with my investments and gave me options to work with which suited my attitude to risk. I highly recommend Chris to anyone looking for good honest financial advice.
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