“To deliver excellence in financial planning while retaining a deeply personal connection with our clients”

— Our Goal

ABOUT US

ACJ Financial Planning was established by Chris and Jodie, a husband-and-wife team with over 18 years of combined experience in the financial services industry.

Based in the Midlands, we specialise in providing tailored financial planning services to individuals, families, and businesses.

Our expertise covers a broad spectrum of financial planning services, from pensions and retirement strategies to savings and investments, later-life planning, financial protection, and mortgages.

Our service is carefully designed to help you achieve your financial goals with greater clarity and confidence, ensuring that your plans align with your unique aspirations and priorities.

Following the completion of his Economics degree at Loughborough University, Chris pursued a career within the corporate banking sector where he developed his skills and overall knowledge of the financial sector.

Despite enjoying the large corporate environment, Chris quickly acknowledged the value of personal relationships, and felt he was always destined to deliver a service with a personal feel which is what really adds value.

As a result, he then went on to further his studies, allowing him to pursue a career as an Independent Financial Adviser where he worked at a local firm gaining the vital knowledge and experience which would eventually lead to the inception of ACJ Financial Planning, where Chris was able to offer the bespoke, personal and high-quality service that he has always aspired to provide.

Chris has obtained Chartered Financial Planner Status which represents the highest qualified practitioners of the profession and demonstrates his professional commitment to raising standards of knowledge and technical competency.

Chris Allen - Partner

Chartered Financial Planner, BSc Hons, APFS, DipPFS, CertCII (MP & ER)

chris@acjfinancialplanning.co.uk

Jodie Allen - PArtner

Paraplanner, DipFA

jodie@acjfinancialplanning.co.uk

Jodie’s career in finance began eight years ago, working initially as a part-time administrator within a local financial advice firm following the birth of her daughter.

Jodie continued to progress through the firm, developing a love for technical analysis, research and report writing and ultimately went on to study and gain the relevant qualifications to become a fully qualified financial adviser in 2020.

Following her studies, Jodie took on additional responsibilities including business compliance, alongside continuing to develop her technical knowledge as a Paraplanner for one of the senior advisers within the firm.

Jodie’s experience brings the necessary qualities to ensure that ACJ Financial Planning can operate successfully and ensures that our clients receive a first class financial planning service.

The Best Financial Advice

We used Chris at ACJ Financial and cannot recommend him enough. One of the first questions was about what we wanted to achieve, for us a life abroad having retired early was our dream . He dealt with our mortgage and organised our pensions, providing options of the best way to invest with forecasts of our future finances also allowing for the difference in taxation. Nothing was too much trouble and we always had full confidence in everything he did for us. We are now living our dream and in no uncertain terms it is only as a result of the help and advice we received from Chris at ACJ. If you are looking for financial advice we can’t recommend them highly enough.
MR AND MRS H, WARWICKSHIRE
A Very Good Service and So Very Happy I Found ACJ

After many years of worry around receiving financial advice after a series of bad outcomes and experiences I have found a safe home for my investments with Chris at ACJ. It's a journey and I feel looked after and kept in mind. Chris is professional and supportive and a pleasure to do business with. I trust him and this is vital for me. I look forward to many years of financial advice with Chris and his company.
CHRIS L, LONDON
World Class Advice and Service

We had a situation where all the advisers that we spoke to shied away from what was a challenging situation. Most knew that it would be hard work to find a solution to our remortgage situation. From our first interaction with Chris and the team we were told not to worry and they would find a solution.
Chris - We can’t thank you and the team enough and I recommend everyone to speak to you as you are a true professional with natural people skills- something that is often lacking these days.
MIKE M, WARWICKSHIRE
Excellent and Professional Service

We would highly recommend using ACJ Financial Planning for all of your financial requirements; investment funds, mortgages, wills and insurances. Chris has been an exceptional help with all of the above for us & we wouldn’t go anywhere else. Chris is an expert in his field, knowledgeable, professional and always going the extra mile for his customers to make sure you have the best advice and rates at every opportunity.
NIAMH J, LONDON
Experts in Retirement planning

ACJ recently supported my and my wife in understanding our retirement options. Chris was very friendly, immediately put us at ease and produced a comprehensive retirement plan giving us the confidence to know that we could afford to retire on the income we expected. Highly recommend Chris to anybody who is approaching retirement. Their ongoing advice and regular updates since have been invaluable and I am sure we will be working together for a long time to come.
MR & MRS K, WEST MIDLANDS
Excellent service

Amazing service from ACJ. They helped me to understand my pensions in a simple language that I could understand. I now feel I have total control over my retirement, savings and other money matters.
Nothing is too much bother and I feel I can talk to them about any doubts or issues I have. Thank you Chris.
COLIN A, WARWICKSHIRE
Straightforward, Knowledgeable and Professional

Chris has looked after us for a while now replacing a longstanding and reliable professional, who I had used for a very long time. Someone who I had total trust and confidence in, who decided to retire.
Personal relationships, trust and confidence are so important in financial matters, so such a change can be daunting.
Chris made the switch very easy, it quickly became apparent that he knows what he is doing, is professional, trustworthy and a thoroughly nice guy to boot. I couldn’t recommend him highly enough and from this sceptic that’s a big vote of confidence!
MARTIN H, WEST MIDLANDS
Knowledgeable and professional. Fantastic service!

Chris has been fantastic throughout his service Given myself and my partner were looking at our first home he has been nothing but helpful and professional the whole time. The amount of detail he provided totally put at ease and explained everything whenever we had questions. Nothing was ever too much trouble. Would highly recommend! Thank you for everything!!
HANNAH J, WEST MIDLANDS
Great communicators, Concise advice, Reliable and Trustworthy

Used for mortgage and pension planning. Very patient and happy to explore and explain situations, multiple times if necessary. Excellent communicator via telephone and email. Highly recommended.
LESLEY M, WARWICKSHIRE
Amazing Service

We used ACJ for finance guidance acquiring our first mortgage. Chris was always there for us. Amazing support and guidance throughout. Till last minute was guiding us and he was helping to find the best price.
ATHANASIOS Z, WEST MIDLANDS