Jackson Jeffrey Financial Services

Welcome to Jackson Jeffrey Financial Services (JJFS), a firm of Chartered Financial Planners dedicated to providing high-quality, independent financial advice with a friendly approach. Our team, led by Simon Jackson and Helen Jeffrey, boasts over 40 years of experience in the industry. We are proud to be recognised as a firm of 'Chartered Financial Planners', an esteemed title awarded only to the most ethical financial advisory firms in the UK.

At JJFS, we believe in building long-lasting relationships with our clients. With many of our clients having been with us for over two decades, our ethics and service have been proven time and time again. If we believe we cannot add value to your situation, we will be honest and upfront with you from the beginning.

Our services extend to both private clients and businesses, and our client base spans across the UK, with a particular focus on the Midlands, London, and the Home Counties. We are committed to offering a highly personalised service that caters to your unique financial needs and goals.

Financial Advice Services

At JJFS, we offer a comprehensive range of financial advice services tailored to your specific requirements. These services include:

• Pensions advice and consolidation
• Savings and investments advice
• Business protection
• Personal insurances
• Advice on mortgages
• Pre- and post-retirement planning
• Estate planning

Please note that we do not currently specialise in final salary pension transfer or one-off transactions to access Pension funds as cash.

Auto Enrolment and Employee Benefits

JJFS has developed an area of expertise in Auto Enrolment. We guide our clients through their new obligations, assist with the implementation of necessary changes, and help establish efficient processes to manage ongoing requirements. Our extensive experience in employee benefits and specialist executive packages enables us to arrange competitive packages that cater to your business's needs.

Regulatory Jurisdiction

This website is intended for investors aged 18 and over, who are UK residents only. The information contained within this website should not be regarded as an offer or solicitation to conduct investment business in any jurisdiction other than the UK. It is important to note that the information on this page is not personal advice. Tax limits and rules can change, and their benefits depend on your individual circumstances.