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ABOUT US

LMJ is a firm of independent financial advisers specialising in the management of investment portfolios and pensions. We have been helping clients navigate complex financial markets since 2001 and from those very early days, our business has evolved primarily through client recommendations. Read More

Our SERVICES

There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner.

LMJ has been built on honesty, reliability and an excellent service. Many of our clients have personally trusted us for nearly 12 years and throughout this period we have developed many good friendships.

LMJ offer both personal and corporate advice on a whole range of financial services including the following:

Personal

Retirement and pension planning
Investing for capital growth or income
School fees planning
Tax planning and mitigation*
Protection against critical illness
Income Protection
Inheritance and succession planning
Long-term care
Private Medical Insurance*
Family Protection life assurance
Mortgage Protection life assurance
Mortgages

Corporate

Employee benefits implementation and management
Flexible employee benefits menu systems
Group and executive
Pension schemes
Group income protection
Group Private Medical Insurance
Group death-in-service and dependent benefit schemes
Partnership and directors share protection
Key person business protection
Advice for your employees if required

*The Financial Conduct Authority (FCA) does not regulate all of these products and services.

*Private Medical Insurance is a regulated non investment insurance product

The Financial Conduct Authority does not regulate will writing and taxation and trust advice.

The value of your investment can go down as well as up and you may get back less than you have invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.

There may be a fee for mortgage advice, the precise amount of the fee will depend upon your circumstances but we esitimate that it will be £295

 

David Simmonds Financial Advisor IFA East Peckham

CONTACT

LMJ Financial Management Ltd

Upper South Hall
Bullen Farm Business Centre
Bullen Lane

East Peckham
Tonbridge
Kent, TN12 5LX

Tel: 01732 874111
Fax: 01732 874222
Email: lmj@lmjfs.co.uk

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LMJ Financial Management Ltd, Upper South Hall, Bullen Farm Business Centre, Bullen Lane, East Peckham, Tonbridge, Kent, TN12 5LX
Tel: 01732 874111 Fax: 01732 874222 Email: lmj@lmjfs.co.uk

©2013 LMJ Financial Management 2013.
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