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“I met Simon Jackson more than 15 years ago when he was the pensions advisor to my employer.  When I left that company, I asked Simon if he would work with me personally, and he has advised me on all my personal finance issues ever since.

Simon takes time and trouble to understand fully the drivers behind my thoughts and decisions, provides truly objective advice, and is utterly trustworthy – and his very personal and highly responsive service is never more than a phone call or e-mail away.    For these reasons, I now consider him as the financial advisor to the whole family since he also provides advice for my wife, my two grown-up children and even my mother-in-law.”

J Bath


I have known Simon for some 16 (?) years now since he first introduced a company pension scheme into the formula 1 team for whom I worked at the time.  When I moved teams I maintained contact and business with Simon as I have done ever since.  Simon looks after all aspects of financial planning for me and my family including pension, insurances, mortgages and investments.  On occasion Simon has even sourced specialist products such as sports insurance for me.  What I really value about the service I get is the personal touch – I actually feel like a valued client as nothing is ever too much trouble, whether it is a request for advice or for a visit to review my current portfolio.”

M Smith, ex Technical F1 Director


“An existing client of JJFS suggested I contact Helen for advice – I wanted advice regarding investing a sum of money, but also to understand what income I might have in retirement. I have peace of mind knowing that I will be in regular contact with Helen and that JJFS have my best interests at heart.“

J Beale


” Since 1066 when I first did business with Simon I have long since come to respect his professional advice, seamless administration and courteous manner. Although I had no previous business dealings with Helen it has been a pleasure to see how they have bonded into such an effective team and created such a jolly back office making it a pleasure to do business.”

M Beeby


“Simon and Helen have both been known to me for 10+ years when they were both with TL Clowes which subsequently was taken over by Towergate, where they offered the company a very professional service; Simon on the pension, both company and personal.

We have now engaged Jackson Jeffrey to administrate and to take care of the company pension requirements along with personal advice to myself on the administering or assisting to administer my SIPPS personal plan.

In the years that I have dealt with Simon and a few years later with Helen, the reason for the company moving over to JJFS Ltd was due to the professionalism, the personal service and the updated advice of the changes that are now being implemented to pension plans.  It is a very difficult transition and we needed to make sure that we were in safe hands getting us through this procedure.

Also, I find that the service they offer on a personal level not just to myself but to all my employees (300) is very specialist.”

C Knight, Managing Director, Blaze Signs (formerly Blaze Neon)


“I was first introduced to Simon Jackson whilst working in my first architectural practice in 1988.   Then as now he provided sound and comprehensive advice which has led me to retain him as my financial adviser for over 20 years. I believe a very high level of trust exists between us – for me, a fundamental requirement when dealing with financial matters.   I have no hesitation in recommending Simon as a truly professional and knowledgeable Financial Adviser… and a very likeable individual who is always a pleasure to work with.”

N Sampson, ex Design Director, ESA architects, London


“I was introduced to Helen by my solicitor and met with her a couple of times before asking her to become my adviser. It was a big step for me to move my affairs to Helen, but I know it was the right decision. She explains things clearly and I feel that I now have a good understanding of what the future looks like! Helen and her team are always on hand to help and answer my questions and nothing is too much trouble and that is something I really appreciate.”

J Whale, Leamington Spa


“Simon Jackson has been a financial adviser for the British Charolais Cattle Society Ltd since 1988.

During this time Simon has proven to give expert advice for pensions and other financial investments tailored for the individual employee’s requirements.

Because Jackson Jeffrey Financial Services are a relatively small, knowledgeable team they provide an exceptionally high standard of personal service and are always approachable for advice.”

D Benson, ex British Charolais Cattle Society Ltd


I have known Simon for over 30 years, during his previous employments and throughout the successful incorporation of JJFS. I have the utmost trust and total confidence in the service that he and his team provide to me personally, knowing that he has my best interests at heart.  When Ellis Clowes & Company was founded, JJFS arranged all of our employee benefits including our pension scheme. This was handled with complete professionalism. Following the sale of our business, Simon and his team continue to provide expert advice to my family personally and we often recommend him and his team to others, all of whom have been extremely pleased with the advice received.

K Ellis, Managing Partner, A J Gallagher


“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. Since then they have helped me to put in place a strong pension plan which is already meeting my expectations. I have always found them to be both very responsive to requests and more importantly proactive in their approach to my financial planning.”

I Taylor, Managing Director of Marketing Bridge – Stratford upon Avon


“I have used the services of Jackson Jeffrey since their incorporation, and have known the key personnel for many years before that. Not only are they always helpful, attentive and thoroughly informed but I can always rely on comprehensive professional and commercial advice on any issue, whether it be my personal pension requirements or setting up our Company staff benefits scheme.”

A Murray


“Simon has been advising me on my personal and business financial affairs for over 25 years.  During that time he has always offered sound and insightful financial advice, clearly explaining possible options and making appropriate recommendations.  As well as managing medical cover and key man policies, Jackson Jeffrey offer comprehensive pension advice to our employees both in person and over the phone/email, and are always helpful, professional and courteous.  I have no hesitation in recommending them as trustworthy financial advisors.”

K Acheson, Founder and Former Owner, Acheson & Acheson Ltd


We have been a client of Simon’s for almost 20 years.

Simon & Helen, and their team at Jackson Jeffrey Financial are always thoroughly professional.  They are very pleasant to deal with and go to great lengths to explain the intricacies of your enquiries, nothing is too much trouble.

Colemans Office Supplies have our company pension scheme and health insurance policies administered by Jackson Jeffrey and we have also sought mortgage facilities through them in the past.

In a nutshell; very professional expert advice – always.

We look forward to many more years with Jackson Jeffrey and wish them continued success.

S Coleman, Director, Colemans Office Supplies Ltd


“Simon was recommended to me by an accountant. I was looking for professional advice regarding the various pensions and investments that I had accrued and made over the years and wanted to understand whether I was arranging things in a tax efficient manner. I have been delighted with the advice that Simon provides and in the professionalism of JJFS, and feel that I now have a much clearer picture of my finances and of the on-going decisions that I can make.”

Q Hayes, Leicester


“Following a recommendation from my solicitor, I contacted Helen Jeffrey of Jackson Jeffrey regarding setting up a pension. We met for an informal chat and she asked questions relevant to my circumstances at that time and my requirements from a pension in the future, taking on board my thoughts and concerns regarding what kind of plan I would feel comfortable with and right for me.  A meeting was arranged when Helen had drafted a tailor-made proposal.  She patiently explained in clear terms the basis of the plan and had ensured my wishes were taken into consideration and incorporated.  I signed up and have received regular updates since that time.  I am very pleased with the service I have received from Helen and Jackson Jeffrey.”

J Harwood

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