About Us
BCJ Financial Planning started advising clients in February 2011 and was established by its three principal Directors, Philip Bowen, Shaun Chambers & Derrick Jones. Derrick and Philip have since retired, but Shaun along with Lisa continue to advise their clients based out of their office in West Grinstead.
Every client’s financial situation is unique, which is why we pride ourselves on taking the time to understand our clients and tailoring our advice regarding financial, investment and service solutions to match their needs and priorities.
Shaun and Lisa have over 56 years’ experience between them in the industry and undergo continuous professional development to ensure their advice remains up to date in the ever changing world of financial services. They are supported by Sandra who has also worked for many years in the industry and we are all dedicated to dealing with your enquiries in a prompt and friendly manner.
We see giving advice as a financial journey through all stages of life and nothing pleases us more than helping you along the way. We achieve this by getting to know what you want out of life and what the financial requirements might be to meet your aspirations. We keep working with you to review and refine your plan ensuring it remains relevant as the journey may have some bumps along the way with changes in circumstances.
Specialities:-
- Savings and Investment Planning
- Pre and Post Retirement Planning
- Personal and Business Protection
- Inheritance Tax Planning
- Risk Profiling
- Long Term Care
