Member - Entrepreneur Package

    At AJ Barnes Financial Planning we are committed to building and sustaining long-term client relationships based on trust, superior service and the quality of our initial and ongoing advice. Our philosophy is simple: to ensure financial peace of mind for you and your family across the generations.

    We will provide a highly personalised service, with the aim of ‘earning the right’ to be considered as your trusted financial adviser for many years to come. We will help you make informed financial decisions with the aim of achieving your goals through personal, face-to-face financial advice.

    We are pleased to now offer a range of support and advice to Liverpool Chamber members as part of your membership dependent on the level of your membership and requirements as set out below.

    These benefits come as part of your membership.

    Member - Entrepreneur Package

    • Telephone Advice Service/Secure Zoom
       
    • Access to a Qualified Financial Adviser via a pre-booked telephone meeting/Zoom meeting
       
    • Ability to ask questions on a range of issues from Retirement Planning, Protection Planning, Specialist banking & lending which we can provide access to, Investment & Tax planning.
       
    • 15-30-minute consultation. Value of services rendered - £100+Vat – This is covered by the membership you pay to the Chamber already and will not be charged in addition to you – this is included within your membership.

       

    A J Barnes Financial Planning Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.