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FAQ's

What can you do for me?

JJFS provides the highest quality advice backed by 40+ years combined experience. Our range of services includes pre and post retirement planning, investment & savings advice, pension consolidation, estate planning and ongoing financial planning. Click to view Your Solutions

What will it cost me?

Your initial meeting with us is at our expense and with no obligation on your part. We will advise you of our charges before carrying out any chargeable work. We will send you beforehand, some general information about our costs and services so that you have a good indication as to what your needs will cost.

What is a Chartered Financial Planner?

The Chartered title is the ‘gold standard’ of excellence and integrity and provides an exclusive and valuable distinction in our profession. It involves completing specific, high level qualifications, adhering to a code of ethics and following a structured Continuing Professional Development programme each year to maintain and improve knowledge.

 What is a Certified Financial Planner?

To qualify as a CFP individuals must have a degree level education, complete training and exams on a number of financial planning topics, demonstrate substantial relevant work experience and adhere to the CFP Board’s code of ethics and ongoing professional development requirements.

 

“I met Simon and Helen as they started Jackson Jeffrey and was immediately impressed by their approachability as well as their clear professionalism and integrity….I have always found them to be both very responsive to requests and more importantly proactive in their approach to my financial planning.”

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