Jackson Jeffrey Financial Services is an established team of experienced financial advisors based in Stratford-upon-Avon. Founded in 2009, we provide high-quality, independent financial advice to both individuals and businesses across the UK.
Our Philosophy
Our approach is based on building lasting client relationships through open communication, understanding your individual needs, and delivering holistic solutions tailored to your financial goals. We combine this with a friendly and approachable style, making the often complex world of finance accessible and comfortable.
Who We Are
The team is led by Simon Jackson and Helen Jeffrey, who together have over 40 years of experience in the financial services industry. We are proud to be a firm of 'Chartered Financial Planners', demonstrating our commitment to ethical practices and upholding the highest industry standards.
Our Expertise
Our comprehensive range of services covers all aspects of personal and business financial planning, including:
Individual Clients
- Pension advice & consolidation
- Savings & investment planning
- Business protection & personal insurance
- Mortgage & pre/post retirement planning
- Estate planning
Business Clients
- Auto Enrolment & employee benefits management
- Competitive employee benefit package design & implementation
- Business valuation & succession planning
What Sets Us Apart?
- Decades of experience: Our long track record and client testimonials speak to our expertise and dedication.
- Independent and unbiased: We are not tied to any specific financial institutions, allowing us to recommend the best solutions for your unique situation.
- Client-focused: We prioritize open communication, transparency, and a personalized approach to understand your needs and goals.
Be the first to review Jackson Jeffrey Financial Services.
Write a Review
