Financial Planning & Wealth Management

John Kerr Chartered Accountants work closely with RSJ Financial Planning which is a firm of independent advisers.

RSJ Financial Planning* began its practice in 1986 as an Insurance Broker and Independent Financial Adviser. 

RSJ’s team is among the most experienced in the industry, committed to understanding your financial requirements and using their skills to assist in the planning, growth and development of your own financial strategy.

As they are independent, clients enjoy financial advice that is impartial. RSJ Financial Planning is not ‘tied’ to promoting products from only one company or from a limited range of companies. 

RSJ will agree a level of service in advance with you, so you know what to expect and that your financial plans are updated as your circumstances change.

For more information about RSJ Financial Planning please visit their website.

* RSJ Financial Planning is a trading name of Campbell Insurance Services Ltd.

Solutions and advice offered include:

  • Business Protection
  • Critical Illness Cover
  • Estate and Inheritance Tax Planning
  • Income Protection
  • Investments
  • Individual Savings Accounts (ISAs)
  • Life Assurance
  • Personal Pensions
  • Pensions & Retirement Planning
  • Regular Savings
  • Self-Invested Personal Pensions (SIPP) and Small Self-Administered Schemes (SSAS)

You should be aware that the value of an investment can fall as well as rise and that investors may not get back the amount they invested. The Financial Conduct Authority does not regulate tax advice, commercial mortgages or debt counselling. The information contained within this communication does not constitute financial advice and is provided for general information purposes only. John Kerr Chartered Accountants shall not be liable for any technical, editorial, typographical or other errors or omissions within the content of this communication.