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Jackson Jeffrey Financial Services

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Contatos

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Horário de abertura

  • Domingo

    Dia de folga

  • Segunda-feira

    Dia de folga

  • Terça-feira

    Dia de folga

  • Quarta-feira

    09:00 - 17:00

  • Quinta-feira

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  • Sexta-feira

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  • Sábado

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Sobre a empresa

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.

Nossa equipe

Simon Jackson

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Helen Jeffrey

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Top services

Imagem do serviço

1:1 Meeting with Simon Jackson

30 min

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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Imagem do serviço

1:1 Meeting with Helen Jeffrey

30 min

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

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