01900820160 fosterd@jeffriesinvestments.co.uk

About us

This firm was set up in 1987 and now offers a bespoke advice service, tailored to our clients’ specific circumstances, needs, goals and timescales.
Our business is providing financial advice to individuals and owners of small businesses. 
We aim to make clients for life, and spend time ensuring that we understand each client's needs before discussing a suitable financial plan. Our approach is both friendly and professional, giving attention to detail but always keeping an eye on the bigger picture.

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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