DJC Financial Services is Authorised and Regulated by the Financial Conduct Authority.

About

About us.....and how can we help you?

Who We Are

DJC Financial Services is a small, well established, local and friendly firm with 80+ years' combined experience, and over 1500 clients, many of whom are long-standing, although we welcome you if you're new, too!

We were established in 2007 with already 20+ years experience in the financial sector. We grew steadily from 2008 with the gradual addition of highly qualified advisers, all looked after by a small but very competent administrative back-up! 

We are wholly independent financial advisers within your local area, whose role it is to provide financial advice. We are directly authorised to the FCA.

We will search the marketplace to identify the right products available to you. We base this on an extensive (and free) initial financial review that we will undertake at your convenience, including evenings.

For investments, we work on an adviser charge basis, and for mortgage business, we can be paid by fee or commission from the lender, or a combination of both.

So, if you are looking for advice on;​

* Security for you and your family
* Arranging the correct mortgage
* How to plan for retirement
* Tax advice
* Planning savings and investment choices, as well as many other services, please don't hesitate to contact us.

What We Do

We are highly qualified in a range of areas, so we can help you with:
  • Mortgages (including first time buyers, 'Right to Buy', and other Government schemes)
  • Re-mortgages
  • Buy-to-Let Mortgages
  • Let-to-Buy Mortgages
  • Savings
  • Investments                                
  • Life Insurance
  • Health Insurance
  • Critical Illness Protection                      
  • Buildings & Contents (Household) Insurance
  • Landlord’s Insurance                          
  • Accident, Sickness, Disability & Unemployment Insurance   
  • Pension Planning (New & Transfers)
  • Retirement Planning / Annuities
  • Drawdown
  • Inheritance Tax Planning                                 
  • School Fees Planning                                              
  • Via referral: Will Writing & Trusts Services, Equity Release, and General Insurance – Vehicle, Business, Travel, Personal, Caravan, Boat, Commercial, Equine etc
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