About MJS Financial Services LTD - Top Rated Firm 2023 'Vouched For' as dist

Helping you to understand your finances and achieve your goals is our number one priority - a boutique financial planning firm based in South Wales.Specialism in pre and post retirement planning, family wealth preservation, tax efficient planning.
My clients approach me for advice as I have a proven track record for helping clients achieve their objectives by providing trustworthy financial advice. I recently been nominated as a 'Top Rated Firm 2023 for customer reviews as distributed in 'The Times'. I am proud to run my own company and as I am not affiliated to any company, I can offer truly independent financial advice. Having gained over 20 years financial experience. I am able to provide advice on basic financial planning such as setting up investments, mortgages, protection, equity release etc. However, my speciality and passion is helping clients in pre and post retirement planning. I also work with clients and their families to ensure we protect the wealth you have generated by also focusing on intergenerational wealth planning/estate planning etc. I am based in South Wales. However, I have clients based all over the UK so location is not an issue.MJS are committed to the Financial Vulnerability Taskforce - Charter. Putting customers needs first.
Pensions & retirement: