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Chartered Financial Planning

 

Helping you to acheive your goals


For your employees to achieve their dreams they need to make sure they optimise their finances.  This can be a complex business covering issues like where to invest, tax planning, family protection and providing for retirement.  It also means they need to consider what their goals are, and when they want to reach them.


Whether as an employer you are thinking of paying for their advice, as a benefit for your executives perhaps, or you simply want to be confident that you are introducing a reputable firm, you can rely on Jelf. We can offer access to Jelf Financial Planning Limited, which is a Chartered firm of financial planners. Find out about our services here


We have strong and committed relationships with key product providers which help ensure our clients receive value for money from any charges in respect of the administration and fund costs. In today’s world our charges for advice must be competitive. With many satisfied clients we are confident that we provide a comprehensive service where every part of what we offer to our clients adds value to the financial planning process. We believe custom and loyalty should be earned. Our advice and service is not about us or about the financial solutions we recommend; it is about helping individuals and their family achieve their aspirations for the future.
Jelf Financial Planning aims to give your employees peace of mind:

 
1. It is a Chartered firm of financial planners; a designation awarded by the Chartered Insurance Institute.


2. Through an independent annual survey by Investor in Customers we have been recognised as providing three star Exceptional service to our clients.


3. The Jelf Investment Steering Committee is responsible for selecting, monitoring and adjusting the range of investment solutions we can recommend for our clients.


4. To help us manage our range of investment solutions we receive expert independent research to ensure that thorough due diligence is undertaken on fund managers so that our clients can rest assured their wealth is looked after by robust and reputable organisations


5. We have strong and committed relationships with key product providers which helps to ensure our clients receive value for money from any product charges.
 

Our highly professional and highly qualified experts will take the time to get them thinking about their hopes for the future. They then receive specialist advice specifically tailored to how they can  best meet their needs.