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 20 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  base of female clients, referred via the various professional connection relationships that JJFS has established.

Outside of work, Helen enjoys a busy family life with her husband and young daughter. Helen and her husband have completed a number of property renovations over the years and she is a dab hand at soft furnishings. You are just as likely to find her outside introducing her daughter to the joys of gardening as inside running up a pair of curtains or a roman blind.

LinkedIn Profile:

Helen’s Statement of Professional Standing

Sign up for our


Stay up to date with important issues that affect your finances

Pension freedom


Esssential reading if you are considering accessing the funds in your pension

Auto Enrolment for


What is auto enrolment and what are employers required to do?