Just Financial Planning was founded in 2008 by Chartered Financial Planner, Holly Heald. In 2016, Holly joined forces with Roy and Jenny to enable the business to grow and offer an even greater breadth of expertise. Since then we’ve grown the team to add more capacity and skills.
In 2018, Just Financial Planning was awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII).This was an important step for the business, marking it as one of the top financial planning companies in the country. It’s the highest professional standard for financial advisers.
Achieving Chartered status means a lot to the whole team. It recognises the hard work that each individual puts in every day to offer our clients the very best service. It demonstrates to the outside world that we’re committed to operating at the highest ethical standards, always putting our client’s interest first and serving their needs to the best of our ability.
We have a fantastic team of advisers dedicated to helping you make the most of your money
We’re based in Coltishall, in Norfolk. We have clients based around the UK – we’re happy to offer independent financial advice to clients across East Anglia and beyond.
When choosing your Financial Adviser, there are many factors to consider. Probably most importantly is whether they are qualified to provide the advice that they are giving. All the Advisers at Just Financial Planning Ltd have obtained their Statement of Professional Standing which confirms that they have:
So what can you expect from us at Just Financial Planning Ltd?
OUR PROMISE TO YOU
When choosing an Adviser, we think it’s really important to understand whether they are giving you truly Independent advice or whether they are Restricted.
All of the Advisers at Just Financial Planning Ltd are Independent Financial Advisers and will only restrict advice at the request of the client.