At the end of the day your peace of mind is imperative
At the end of the day your peace of mind is imperative
We cannot guarantee calm waters, but are always here to help
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.
We are here to help
Health Insurance
These days, for people of working age, good health is the normal state, and few people consider what would happen…
Investment Advice
It is our role as an IFA to help you choose the right investments in order to help you meet your objectives.
Pension Planning
Pensions are financial tools whose purpose is the provision of money in old age.
Tax Planning
Some people pay too much tax, or miss out on opportunities to reduce their tax.
Meet your team
