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Financial Planning

Financial Planning Services & Advice

If you are looking to get your finances in order, or would like some friendly advice, we offer financial planning services across Nottingham, Derby, Sheffield, the Midlands and the South.

We have partners that have many years’ experience advising people about their financial planning whether it is for Investments, Pensions, Life cover or Inheritance Tax planning.

Our free and impartial advice is available from St James Place Wealth Management.

A team that already have many satisfied clients residing in all parts the country, they provide a simple understanding but professional approach to Financial Planning.

Estate Planning involves close links to Financial Planning and very often the two are required together to have the complete solution for your individual aims for you and your families future plans.

Call us on 0800 689 0923
info@njlegalservices.co.uk

We offer a free, no obligation home visit at a time to suit you, to discuss your needs. Contact us today.

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Estate Planning Advice

In addition to a free, no obligation impartial assessment – we can asses your current situation and your aims and requirements for the future.

Taking into account your property, assets, belonging, and any money you hold, we can set out the best plan of action to protect your estate and assets.

We can help with a range of:

  • Life Policies
  • Investments
  • Regular savings
  • Pension Planning and guidance

If you would like advice on how to best protect your Estate and plan for future, get in touch with us today. We cover across the Midlands and the South, so if you are in Nottingham, Derby, Sheffield or beyond, we can come to you.

Any discussion is in total confidence and will only result in recommendations that are suitable for your particular needs. This includes products that help to reduce any potential Inheritance Tax issues in the future.

We offer a range of financial services to fit all needs and requirements.

Take a look at our services below, or call us on 0800 689 0923, or visit our contact page for more details.

Long Term Care Planning

This is a very complex and controversial subject, people are fully aware of the possible need for long term care and the majority of people are very concerned about losing their savings and home.

We can help plan for long term care, to protect your home and savings.

Learn more about Long Term Care Planning.

Pre-Paid Funerals

A pre-payment funeral plan is an excellent way of providing you and your family with complete peace of mind for taking care of your funeral arrangements when you have gone.

Our trusted funeral plan authority advisers can help plan and set up a pre-payment arrangement.

Learn more about Pre-Paid Funerals.

Inheritance Tax Advice

The value of everyone’s estate is taken into account when evaluating Inheritance Tax.

All UK residents have an individual allowance currently of £325,000 before any Inheritance Tax is due – this is also known as the Nil Rate Band Threshold (NRBT).

Learn more about Inheritance Tax.

Business Asset Protection

Anyone who runs a business or that has business interests, needs to consider the implications of succession planning should anything happen.

Planning will ensure that the Assets and control of the business remain with the people that you have decided should influence the running of the business.

Learn more about Business Asset Protection.

Give us a call to discuss any financial services you need today on 0800 689 0923, or visit our contact page for more details.

Client reviews

5.0 rating

Keith Hawley – This service was a gem we did everything on line fast and trouble free everything in plain English easy to understand the introduction booklet Nigel has produced was most helpful especially the information about Lasting Power Of Attorney saved me a fortune.

5.0 rating

Nisita Vadher – We found NJ legal services online when we were searching for a solicitor to write out a will for my parents. I received a call back within a couple of hours of requesting this service. Nigel was incredibly helpful and explained the procedure in great detail. We were unsure of how this process worked and he had made sure to break down the process for us making it very simple and easy to understand. All of our questions were answered for us and the process took no longer than 1 hour! We are incredibly happy with the service that we have received and will definitely be recommending NJ Legal services to all our family and friends. Thank you very much Nigel.

5.0 rating

Mrs V Billing – Nigel Johnson is the most professional and helpful friendly solicitor I have ever had the privilege too speak with. We have been in contact by phone and letters over the last few weeks sorting out my husband and my wills etc. If you have any queries he is just a phone call away and has a lot of patience, explaining things thoroughly. Excellent service highly recommended.

5.0 rating

Sharon – Nigel is very knowledgeable and helpful, nothing is too much trouble and we even had advice after office hours! I have no hesitation in recommending NJ Legal Services and will use them again in the future.

5.0 rating

Graeme Tanner – Excellent service, friendly, professional and prompt, don’t hesitate to use nigel and his team.

5.0 rating

Iris Wheeldon – Nigel visited us at home to arrange a number of matters, more so our Powers of Attorney. Nigel explained everything in a really clear manner and checked our understanding throughout the meeting. When Nigel had left I felt like a weight had lifted! I can’t thank him enough. A lovely gentleman offering a very important service. I would strongly recommend Nigel to anyone needing help in planning their estate.

5.0 rating

Joanne Lamb – The will service was personal, professional, prompt and of excellent quality. I feel I have successfully secured my wishes and protected those dearest to me in the event of my passing. Absolutely worth the investment. Thank you Nigel.

5.0 rating

April-Dawn Martin – Nigel Johnson has been extremely helpful, honest, thoughtful with my personal details & thoroughly professional with regards to our Will. Along with other details I felt totally at ease & he has come across as extremely trustworthy, & really cared about us. He has made me feel like I’m his only Client, so thank you so much Nigel for caring enough to deal with us.

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