Company Information

Get to know jr financial planning

JR Financial Planning Ltd is an independent financial planning and wealth management firm based in Chorley, United Kingdom. Established by Jonathan Rigby, the company focuses on building long-term client relationships to provide tailored financial advice. It operates as an Appointed Representative of ValidPath Limited, which is authorised and regulated by the UK's Financial Conduct Authority (FCA). The firm's core services include investment management, pensions and retirement planning, inheritance tax and estate planning, and financial protection solutions.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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jr financial planning

Australia

Founded in

2013 (13 Years)

Founded

Last online: No recent activity

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.