Jelf Group - checklist

Our Best Advice policy has led to a thriving, expanding business that owes its success almost solely to word of mouth and personal recommendation

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Financial Review Checklist
I would like further information on:

Ensuring my family are adequately protected in the event of my death

Reviewing my existing pension arrangements

Protecting my income in the event of accident or illness

Producing a higher return on my savings & investments

Planning for school fees/higher education costs

Reviewing my existing mortgage to establish whether cost savings can be secured

Helping me reduce my tax bill

Name:

Full address:

Home telephone:

Business telephone:

E-MAIL	HOW TO FIND US
Fromeforde House, Church Road, Yate, Bristol, BS37 5JB Tel: 01454 27 27 27 - Fax: 01454 27 27 28 Jelf Group is the trading name of Jelf Financial Services and is a member of Countrywide Independent advisers Ltd which is regulated by the Personal Investment Authority for life assurance, pensions & investment business only. The PIA does not regulate all of the above services.