About Us
C H Jeffries (Pensions & Financial Planning) Ltd was set up in 1987. Over the years we have recruited a number of staff with a range of different backgrounds within financial services, so that the firm can confidently offer an all-round service to its clients.
We are happy to advise individuals and small businesses alike on all their financial planning needs, but specialise in particular in investment planning, retirement planning and estate planning, where David Foster and Stephen Fee are the resident advisers.
We aim to make clients for life, and like to spend time ensuring we understand each client's needs before discussing a financial plan applicable both on the short as well as the longer term. Our approach is both friendly and professional, giving attention to detail but always keepng an eye on the bigger picture, tailoring our advice to each clients specific needs, situation and goals.
daily quote
“Kindness, like a boomerang, always returns. (Author unknown)”