Financial Planning

At MJH we will help you establish your financial goals whether short, medium, or long term. From having an initial no obligation, free of charge meeting, we will assess how we can use our expertise to help you best. MJH can advise you on all of the following areas of financial planning, click on the links to learn more about each one, or give us a ring on 01772 721704.

Accountants Preston

By spending time with our clients, prospective clients and professional advisers we ensure they have a transparent, holistic understanding of the costs and the benefits arising from the provision of sound financial planning advice.

What we’ll do for you:

  • Available at a time that suits you – by telephone, in writing, by email, and best of all, face-to-face
  • Keep you informed
  • Work in partnership – with you and other professionals
  • Provide sophisticated financial modelling
  • Offer safe, secure and accessible investments

Our objective is to apply our knowledge, expertise and skills to benefit our clients so that their financial well-being is enhanced. By adding value to our clients, we also add value to our business; through their growth and recommendations our business will prosper through sustained organic growth.

What makes us different?

We help clients take control of their financial planning, by educating and supplying them with the knowledge to make informed decisions, so that together we can help them achieve their unique financial planning goals.

Moderate Risk – Maximise Return

Although service is paramount, we must also ‘add value’ to maximise our client’s investment strategy. In general, higher investment returns are often achieved by taking higher risks. We do MJH Accountants inside prestonnot follow this policy; instead, we identify the level of return required and create a bespoke portfolio designed to moderate risk and have the potential to achieve the desired rate of return over time.

How will we make sure you achieve your goals?

At MJH Financial Advisers we know that we can add a significant amount of value to all of our clients, but this can only be achieved through a careful commitment to identifying, designing, implementing and proactively managing a financial plan to which our clients (and we) have wholeheartedly committed ourselves.

 ‘Legal stuff’

MJH Accountants Ltd are not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accountants in England and Wales.  We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.’

‘Financial services are provided through our related firm, MJH Financial Services, which is a trading style of Cheetham Jackson JV LLP, an appointed representative of Cheetham Jackson Ltd, who are authorised and regulated by the Financial Conduct Authority.’

Photo-049

Our Services

What we do

READ MORE

Photo 0491

Clients Say

What our clients say

READ MORE

Photo 076

Meet The Team

Who we are

READ MORE