Business Details
17 Years
experience
Trusted Financial Advisers in Stratford-upon-Avon
Jackson Jeffrey Financial Services is an independent financial advisory firm based in Stratford upon Avon, established in 2009. With over 40 years of combined experience, our team of Chartered Financial Planners delivers high-quality, personalized advice tailored to individual and business needs. We specialize in pensions, investments, retirement planning, and estate management, prioritizing long-term client relationships built on trust and transparency. Our expertise extends to auto-enrolment compliance and employee benefits, ensuring businesses meet regulatory obligations efficiently. As a firm regulated by the Financial Conduct Authority, we uphold the highest standards of professionalism and ethical practice.Client satisfaction is central to our approach, with testimonials highlighting our responsiveness, integrity, and ability to simplify complex financial decisions. We serve clients across the UK, including Oxfordshire, Worcestershire, and London, offering both in-person and remote consultations. Our commitment to adding value is reflected in our honest, client-first philosophy, ensuring we only engage where we can deliver meaningful outcomes. This dedication has fostered enduring relationships, with many clients working with us for over two decades. Jackson Jeffrey Financial Services remains a trusted partner for financial planning, combining industry expertise with a friendly, approachable style.
Services
Pension Consolidation
Pre and Post Retirement Planning
Investment Advice
Protection Review
Estate Planning
Auto Enrolment Obligations
Employee Benefits
Business Protection
Corporate Investments
Senior Executive Advice
Details
- Year established: 2009
Highlights and features
- We have over 40 years of combined experience in financial advisory services.
- Our team consists of Chartered Financial Planners with extensive expertise.
- We prioritize personalized service tailored to individual client needs.
- We maintain long-standing client relationships built on trust and transparency.
- Our firm is regulated by the Financial Conduct Authority for your protection.
Associations and certifications
- Chartered Financial Planner
- Financial Conduct Authority
What people say
Valued client
Personal touch
Peace of mind
Professional service
Thoroughly professional
Services
Pension Consolidation
We help clients streamline multiple pension pots into a cohesive strategy, ensuring clarity and efficiency. Our approach focuses on minimizing fees, optimizing investment performance, and aligning with long-term retirement goals. Clients benefit from tailored advice to simplify their financial future.
Pre and Post Retirement Planning
Our retirement planning services address both pre-retirement savings and post-retirement income management. We assess risk tolerance, tax implications, and lifestyle goals to create sustainable income streams. Regular reviews ensure adaptability to changing circumstances or regulations.
Investment Advice
We provide personalized investment strategies to grow wealth across diverse asset classes. Our recommendations consider market trends, client objectives, and risk profiles. Ongoing portfolio monitoring ensures alignment with evolving financial goals and economic conditions.
Estate Planning
Our estate planning services aim to preserve wealth for future generations while minimizing tax liabilities. We collaborate with legal professionals to structure wills, trusts, and gifting strategies, ensuring clients' wishes are fulfilled efficiently.
Auto Enrolment Obligations
We guide businesses through auto-enrolment compliance, from scheme selection to ongoing administration. Our support includes employee communications, contribution calculations, and regulatory reporting, ensuring seamless adherence to legislative requirements.
People
Simon Jackson
Co-Founder
With over 40 years in financial services, Simon specializes in pensions and retirement planning. His client-centric approach and regulatory expertise have earned long-term trust, reflected in testimonials highlighting his integrity and proactive advice.
Helen Jeffrey
Co-Founder
Helen brings extensive experience in personal finance and investment strategies. Known for her clear communication and tailored solutions, she focuses on empowering clients to achieve financial confidence through transparent, jargon-free guidance.
Hannah Savidge
Financial Planner
Hannah supports clients with holistic financial planning, emphasizing estate management and tax-efficient strategies. Her collaborative approach ensures clients feel informed and confident in their financial decisions.
Jane Wakeling
Client Services Manager
Jane oversees client relations, ensuring seamless service delivery. Her organizational skills and attention to detail enhance the firm's reputation for reliability and personalized support.
Elaine Freeman
Operations Director
Elaine manages operational efficiency, ensuring compliance and smooth administrative processes. Her leadership supports the team's ability to focus on delivering high-quality client outcomes.
Questions
What services do Jackson Jeffrey offer?
We provide pensions advice, investment planning, retirement strategies, estate planning, and auto-enrolment compliance for individuals and businesses.
Which areas do you serve?
We operate across the UK, including Warwickshire, Oxfordshire, Worcestershire, London, and the Home Counties.
How experienced is your team?
Our team has over 40 years of combined experience, with client relationships spanning two decades or more.
Are you regulated by the FCA?
Yes, we are authorized and regulated by the Financial Conduct Authority (No 502476).
