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.

More about us

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