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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 2 young daughters. Having completed several property renovations over the years a more recent purchase was an overgrown plot of land which they cleared before planting fruit trees and installing a couple of bee hives. Helen now enjoys tending her new colony of honey bees during her spare time. 

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Helen’s Statement of Professional Standing

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