About Journey

Working hard to maximise and protect what you earn, save and own - today and into the future - we give independent and valued financial advice in a way that is simple, sound and cost-conscious.
We are a family owned and run independent financial planning firm offering expert financial advice on pensions, investments, tax and estate planning.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

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