C H Jeffries (Pensions & Financial Planning) Ltd is a firm of independent financial advisers and financial planners, based near Cockermouth in Cumbria, with clients throughout the north of England and southern Scotland. Being independent, we pride ourselves in being able to provide advice that is 100% client focused. Our aim is to enable our clients to reaching their financial goals within a suitable timeframe.
We help them achieve and maintain a desired lifestyle by understanding their existing position and future objectives, and then recommending appropriate investment products from across the whole financial marketplace. These days, for people of working age, good health is the normal state, and few people consider what would happen. It is our role as an IFA to help you choose the right investments in order to help you meet your objectives.
Jeffries Independent Financial Advisers is a trading style of C H Jeffries (Pensions & Financial Planning) Ltd which is authorised and regulated by the Financial Conduct Authority.
We help them achieve and maintain a desired lifestyle by understanding their existing position and future objectives, and then recommending appropriate investment products from across the whole financial marketplace. These days, for people of working age, good health is the normal state, and few people consider what would happen. It is our role as an IFA to help you choose the right investments in order to help you meet your objectives.
Jeffries Independent Financial Advisers is a trading style of C H Jeffries (Pensions & Financial Planning) Ltd which is authorised and regulated by the Financial Conduct Authority.
Services
This firm was set up in 1987 and now offers a bespoke advice service, tailored to our clients' specific circumstances, needs, goals and timescales.
Our business is providing financial advice to individuals and owners of small businesses.
We aim to make clients for life, and spend time ensuring that we understand each client's needs before discussing a suitable financial plan.
Our approach is both friendly and professional, giving attention to detail but always keeping an eye on the bigger picture.
Our business is providing financial advice to individuals and owners of small businesses.
We aim to make clients for life, and spend time ensuring that we understand each client's needs before discussing a suitable financial plan.
Our approach is both friendly and professional, giving attention to detail but always keeping an eye on the bigger picture.
We provide a range of financial planning advice to business owners and private individuals.
Our services are designed to grow and protect your wealth in the most tax-efficient way possible.
Contact us to arrange a no-obligation consultation about your wealth management and financial planning needs.
Jeffries Independent Financial Advisers is a trading style of C H Jeffries (Pensions & Financial Planning) Ltd which is authorised and regulated by the Financial Conduct Authority.
Financial Services Register No: 116127 http://www.fca.org.uk/register.
Our services are designed to grow and protect your wealth in the most tax-efficient way possible.
Contact us to arrange a no-obligation consultation about your wealth management and financial planning needs.
Jeffries Independent Financial Advisers is a trading style of C H Jeffries (Pensions & Financial Planning) Ltd which is authorised and regulated by the Financial Conduct Authority.
Financial Services Register No: 116127 http://www.fca.org.uk/register.
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