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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 the UK.

NJ Legal Services 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.

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 and 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.

We offer a free, no obligation consultation at a time to suit you, to discuss your needs.

0800 689 0923

You can always email us directly at info@njlegalservices.co.uk with any questions you have about our services.

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    Consultations at a time to suit you

    Nigel Johnson

    Nigel Johnson
    Estate Planning Consultant
    STEP Registered & IPW Member

    As meetings in person can be difficult with the current climate, we provide consultations over the phone and through video calls.

    Contact us to book an appointment.


    Financial Planning

    We have partners with many years’ experience to help with financial planning and advice across investments, pensions, life cover and inheritance tax planning.

    Contact us today to discuss what you need.

    Long Term Care
    Planning

    Long Term Care can be a very complex and controversial subject, the majority of people are very concerned about losing their savings and home to pay for this care.

    We can help plan and mitigate the risk of loosing your savings.

    Long Term Planning

    Pre-Payment
    Funerals

     You can have the piece of mind that everything is planned, so your family don’t have to worry about anything.

    We can advise and go through all your needs and requirements.

    Pre-Paid Funerals

    Business Asset
    Protection

    We can plan to ensure that the Assets and control of the business remain with the people that you decide.

    If you run a business and want to pass it onto your family or children, you will need a Trust to ensure you can.

    Business Asset Protection

    Inheritance
    Tax

    Inheritance Tax Advice

    We can advise you on how to minimise the rate of inheritance tax and advise you on exactly how much you might have to pay.

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

    Inhetitance Tax

    Read our latest reviews

    We are very proud to have such nice comments from our clients. To see all our client reviews, go to our reviews page. You can also leave us a review.

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    5.0 rating

    Richard Greasley – We were recommended by a friend to use Nigel and the service has been fantastic. We had a virtual meeting to discuss our requirements and then within a few days the Wills were typed up by Nigel for me and my Wife to review. Would highly recommend and use for other needs in the future.

    5.0 rating

    Martin Y – Excellent service. Nigel provides all the information required in a professional and patient way. Would highly recommend him.

    5.0 rating

    Catherine Hicks – I contacted Nigel during the pandemic so all our discussions had to be held over the telephone. He was very professional, friendly and nothing was too much trouble. Any questions I needed to ask were answered quickly. I could recommend him for his services to anyone who may be interested.