Jelf Private Clients offers a service dedicated to the entrepreneurial and the wealthy, for businessmen and woman, and for discerning professionals. Services extend from healthcare to home insurance and wills and estate planning to wealth management.
Company Director/Partner Services. The Jelf Group may have a reputation founded in the corporate market, but our knowledge and experience have also been put to use to benefit individuals. The Group has a thriving Private Client operation, focussed entirely on meeting the needs of the discerning investor.
Jelf Private Clients
You’ve spent years building your assets… isn’t it about time you invested in a service designed to protect, nurture and grow them, whilst you get on with the important business of enjoying life!
Furthermore, by harnessing our personal experiences as an owner managed business we are perfectly positioned to advise entrepreneurs throughout the lifecycle of their business, with issues as diverse as remuneration methods, succession planning and exit strategies.
Our difference rests in the values we employ and the strategic financial plans we create. For us, ours is not a transient relationship; it’s a long-term commitment characterised by understanding, transparency and a passion for service delivery.
Our maxim is simple, “Seek first to understand before you attempt to be understood”. Our advice process is centred on an intimate understanding of your financial needs, desires and attitudes. We listen, question, and then listen again before crafting a bespoke plan designed specifically to meet your agreed personal goals.
Whether we are providing a personal consultancy aimed at truly reflecting the worth of your possessions in your home insurance or creating a bespoke portfolio which reflects your risk appetite, our experienced and technically gifted team has one objective – to build a plan which will deliver your life goals.
In the wealth management arena, this means identifying your financial goals, assessing your attitude to risk and then tailoring your portfolio to take account of both your goals and your existing assets.
“Jelf Private Clients routinely provide me with timely and appropriate advice and information. It’s clear the company has the experience and competence to consider the long-term. It’s also good to know you can pick up the phone without the hard-sell.” Mr S Gloucestershire
Although it won’t stop there! As your financial coach, we measure progress towards your goals, report to you on an agreed basis and refine your strategy with you over time.
As a client of Jelf Private Clients, whether you’re working or retired, all of your financial and insurance related goals can be catered for and delivered upon. Our goal is to deliver your goals, in such a way as to spare you the stress and hassle that typically goes with financial decisions. After all, only by knowing that you’re in expert hands can you truly relax and live life to the full.
Company/Director Private Services
The Jelf Group may have a reputation founded in the corporate market, but our knowledge and experience have also been put to use to benefit individuals. The Group has a thriving Private Client operation, focussed entirely on meeting the needs of the discerning investor.
Therefore, it was a natural progression for the Group to marry these two areas of expertise. Newdimension is a service designed to offer the Directors and Partners of our corporate clients the benefit of our personal attention. It’s about taking the way we approach a working partnership with a corporate body, and applying this to meet the needs of the business owners, managers and key employees.
The service provides an annual review designed to:
• assess your goals, needs and current commitments, • undertake analysis and benchmarking to identify the efficiency of your current arrangements, • develop a solution tailored to your needs, and then • implement the plan and agree ongoing reviews.
Please speak to your usual Jelf Group contact, or email us at office@jelfgroup.com if you would like to know more.