TJD Financial Services, your local Financial Advisor in Exeter and Essex
financial services by tracy dove

Pensions

We offer 2 types of pension advice to make sure you have a plan for the coming years. We don’t only offer financial advice for the elderly too. Everyone needs one ready. Every plan for the future is different, which is why we can help you sort out your pension early so you can either live well after leaving work or put it towards those long-awaited life aspirations.

Pension Advice

Whether it's private pension advice or support with a state pension, we will find the right package for your current lifestyle and future retirement plans.

Retirement Planning

We are on hand to help you make the most qualified judgement on how to fund your pension. Find out more

Pension Advice

We can support you with your pension planning, including the following aspects of advice:
Self-Invested Personal Pension (SIPP) 
Annuities
Discretionary Fund Management

These are just some of the pension options available. Whether it's private pension advice or support with a state pension, we will find the right package for your current lifestyle and future retirement plans.

*The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

Retirement Planning

To support your retirement plans we carefully evaluate...
Life Cover
Income Protection
Family Protection
Income Protection

...to help you make the most qualified judgement on how to fund your pension.

*Important note: Wills and Trusts are not regulated by the Financial Conduct Authority. Will writing is not part of The Openwork Partnership's services as is offered in our own right. The Openwork Partnership accepts no responsibility for this aspect of our business.

financial services by tracy dove

Dale Harris

Pension Client

Although retirement is some way into the future for me, I wanted to get a pension up and running while I’m young to maximise its growth. I didn't have much of a clue, but TJD Financial Services were fantastic in taking the time to explain everything to me. Tracy (the head of TJD Financial Services) reviewed my circumstances and took the time to get to know me to recommend the best product for me.

The size of my investment didn't matter, and the personable and thorough approach was exactly what I was hoping for! The set-up and the monthly contributions couldn't have been easier and TJD Financial Services took care of it all, explaining everything at each step. They have also clarified how my pension is performing in regular reviews. The TJD Financial Services team is always on hand if I have any questions. I highly recommend them without any hesitation.

Our Financial Advice

Investment Planning

Investment Products & Expert Support

Our team is based in our Exeter and Essex offices allowing us to provide Investment Planning services across a wide area.

  • Onshore & Offshore Bonds
  • Estate Planning Bonds
  • ISA
  • Cash Management

An ISA is a medium to long term investment, which aims to increase the value of the money you invest for growth or income or both. The value of your investments and any income from them can fall as well as rise. You may not get back the amount you invested.

Investment Planning

Mortgages

Mortgage Products & Protection Planning

We have access to an extensive panel of lenders, allowing us to source a wide range of mortgages.

  • Fixed-Rate Mortgages
  • Mortgage Repayments
  • Critical Illness Cover
  • Business Protection

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

Mortgages

Pensions

Pensions Advice & Retirement Planning

Retirement means different things to different people. Retirement planning helps you reach your aspirations later on in life.

  • Self-Invested Personal Pension (SIPP)
  • Discretionary Fund Management
  • Annuities

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

Pensions

Contact Us

Contact Us
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TJD Financial Services, your local Financial Advisor in Exeter and Essex
Contact

t: 07894 233 957

e: tracy@tjdfinancial.co.uk

Essex Office:
51 Suffolk Drive, Laindon, Essex, SS15 6QH

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Legal Stuff

TJD Financial Services Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

Approved by The Openwork Partnership on 27/09/2024.
 

Membership Number: 1014457
Registered number 13690787

 
Registered Office: 51 Suffolk Drive, Laindon, Essex, SS15 6QH
The information contained on TJD Financial Services website is subject to the financial advice UK regulatory regime and is targeted at UK-based clients. 
All written and visual content is owned by and for © TJD Financial Services Ltd. 2022. All rights reserved. 
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