01900820160 fosterd@jeffriesinvestments.co.uk

Welcome to Jeffries Independent Financial Advisers

C H Jeffries (Pensions & Financial Planning) Ltd is a firm of independent financial advisers and financial planners, based near Cockermouth in Cumbria, with clients throughout the north of England and southern Scotland.

Being independent, we pride ourselves in being able to provide advice that is 100% client focused. Our aim is to enable our clients to reaching their financial goals within a suitable timeframe. We help them achieve and maintain a desired lifestyle by understanding their existing position and future objectives, and then recommending appropriate investment products from across the whole financial marketplace.

Meet your team

Jeffries Independent Financial Advisers is a trading style of C H Jeffries (Pensions & Financial Planning) Ltd which is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 116127 http://www.fca.org.uk/register.

C H Jeffries (Pensions & Financial Planning) Ltd Registered Address: Fairview House, Victoria Place, Carlisle, Cumbria, CA1 1HP. Registered in England & Wales, No. 1998376.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Neither C H Jeffries (Pensions & Financial Planning) Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

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