01900820160 fosterd@jeffriesinvestments.co.uk

How we are paid

Once a preliminary meeting (at our cost) has been held with a prospective client, either at their home or in our offices, payment options can be discussed.  There are various service levels available, designed to suit a range of individual requirements.

We operate on a fee basis and payment can be made by one of two options; directly to us by cheque or by facilitation with a platform or product provider, in which case the fee is funded by encashment of units within an investment. Our ‘Initial fees’ are payable for our work involved in providing personalised investment recommendations, setting up the contracts and the associated back office administration.

Once a portfolio is in place ‘on-going fees’ are payable for our continuing management of a client’s investments (including making recommendations for alterations to fund holdings as necessary; the provision of reports/valuations and regular face-to-face review meetings).

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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