Appointed Representatives

Join LJ as an Appointed Representative

Based in North West England, LJ Financial Planning is at the forefront of Independent Financial Advice. As a truly independent and professional firm of Chartered Financial Planners, we are committed to achieving the ‘gold standard in everything we do.

Full administration support provided in-house – Our systems provide you with complete support, both pre- and post-advice. All business submission, chasing etc is done by our administrators leaving you free to focus on your clients.

Superior technology – Our extensive investment in the best that technology has to offer means that you always have the best tools to hand.

The support of our committed and growing administration team and superior technology ensure that time normally spent on compliance and much of an IFA’s usual paperwork has been removed. We maximise your efficiency, enabling you to put your clients’ interests first.

From our impressive list of qualifications and the expertise of our staff when a client asks “Do you offer X?” the answer will always be “Yes”, as you will be backed by the widest range of financial services available.

If you want to maintain your own brand but enjoy the numerous benefits above, then joining LJ as an appointed representative could be for you. It will help you grow your business by providing your clients with the best and widest range of services available.

Case Study: Making the transition to LJ Appointed Representative