Meet ...

Helen Jeffrey

helenFPFS, Chartered Financial Planner

Helen is a Director of JJFS and holds the prestigious Chartered Financial Planner qualification, widely recognised as the gold standard for financial advisers and planners.

She has worked in the financial services industry for 14 years and specialises in retirement planning and pension consolidation.

Helen set up JJFS in 2009 with fellow Director Simon Jackson, to provide high quality, financial planning services for corporate and private clients. Helen recognises that clients need an adviser they can trust who is not only professional and proactive but will ultimately help them achieve their financial goals and objectives. She has a developed a significant client base of females, referred via the various professional connection relationships that JJFS has established.

Outside of work, it is not unusual to find Helen getting her hands dirty in a spot of property renovation and she and her husband have embarked on a barn conversion which will fill their spare time for the next year or so.

LinkedIn Profile:

Helen’s Statement of Professional Standing

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