Advice and service you can trust
We recognise that everyone is on their own life journey, with different aims and aspirations guiding the way. Some of us live for today, some are looking to tomorrow and others will have clear long-term dreams to fulfil. Most of us will have a unique blend of all three.
To achieve our dreams we need to make sure we optimise our finances, and this can be a complex business covering issues like where to invest, tax planning, family protection and providing for retirement.
The worst scenario with financial planning is that you feel under pressure to buy or to move money for the sake of it, or when you receive nasty surprises or have to chase for a response.
At Jelf we deliver advice and service that you can trust. Jelf Financial Planning Limited are a Chartered firm of financial planners. This is a designation awarded by the Chartered Insurance Institute (CII) and we provide an advice service across a restricted range of retail investment products, a full list of which can be supplied if required.
Within this we review the whole market for the products on which we give advice. This includes products such as unit trusts, OEICS, ISAs, pensions, investment bonds, life policies and structured products. In addition we are also able to advise on mortgage and protection plans. We let you know what you can expect and keep our promises.
Overall, Jelf provides peace of mind.
Budget Report 2013
George Osbourne's budget on Wednesday 20 March made a number of important announcements. = If you would like to see a summary of these and how they may impact you or your business , please download a copy of budget report
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