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Jackson Jeffrey Financial Services

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联络资讯

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营业时间

  • 星期日

    休息日

  • 星期一

    休息日

  • 星期二

    休息日

  • 星期三

    09:00 - 17:00

  • 星期四

    休息日

  • 星期五

    休息日

  • 星期六

    休息日

公司资讯

Independent Financial Advisors in WarwickshireFormed in 2009, we are independent financial advisors and planners in Stratford upon  Avon, providing high quality advice combined with a friendly, approachable style and a highly personalised service.Financial AdviceServices include pensions advice, consolidation of existing pensions, savings and investments advice, business protection, personal insurances, advice on mortgages, pre- and post- retirement planning and estate planning.ExperienceHaving notched up almost 40 years experience between us and with client relationships spanning 20 years or more, we are not your average firm.  The long standing client relationships we have built up are testament to our ethics and service and if we don’t think we can add any value to your situation we will be honest with you from the outset.

团队组成

Simon Jackson

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Helen Jeffrey

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热门服务

服务项目照片

1:1 Meeting with Simon Jackson

30 分钟

A face to face meeting or video call with Simon Jackson, Director and Financial Planner, to discuss your company pension.  Simon can also assist with other pensions you may have as well as any other financial planning requirements. NOTE: The fee

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服务项目照片

1:1 Meeting with Helen Jeffrey

30 分钟

A face to face meeting or video call with Helen Jeffrey, Director and Chartered Financial Planner at JJFS to discuss your company pension.  Helen can also assist with other pensions you may have as well as any other financial planning requiremen

立即预约

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