Our services

We provide a range of financial planning advice to business owners and private individuals. Our services are designed to grow and protect your wealth in the most tax-efficient way possible.

For individuals we look to enable you to manage your own financial plan using:

  • pension planning
  • savings and investments
  • insurance and protection
  • estate and succession planning.

Contact us to arrange a no-obligation consultation about your wealth management and financial planning needs.

 

Tax Planning

Some people pay too much tax, or miss out on opportunities to reduce their tax.

Investment Advice

It is our role as an IFA to help you choose the right investments in order to help you meet your objectives.

Life Assurance

Life assurance teaser content here

Pensions Planning

Pensions are financial tools whose purpose is the provision of money in old age.

Health Insurance

These days, for people of working age, good health is the normal state, and few people consider what would happen…

Long Term Care

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, cash flow modelling 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

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

 

 

01900 820160      fosterd@jeffriesinvestments.co.uk

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