Independent Financial Advice

We offer a complete financial planning and advisory service to our clients and we specialise in:-

  • Investment Strategy
  • Retirement Planning
  • Business & Family Protection
  • Tax Planning
  • Estate Planning
  • Residential, Equity Release & Commercial Mortgages 
  • Health Insurance & Long Term Care

We provide:-

  • A full financial planning review
  • Advice restricted to specific areas of need
  • Stand-alone financial products or investments arranged either in line with our recommendations or in accordance with and in response to your specific instructions – known as execution-only-dealing
  • On-going advice, reviews and management of your existing financial holdings

The service we offer is best suited to clients that:-
 

  • Have limited time and expertise to fully manage their financial affairs
  • Are looking for expert-level financial advice and/or investment management on a regular basis
  • Require assistance in formulating, implementing and maintaining a focused financial plan
  • Need a professional, experienced adviser to discuss on-going financial matters, regardless of complexity
  • Regard first-class client service and a long-term trusted relationship as a vital aspect of working with professional financial advisers

Contact Us

Telephone Robert Stein, Phil Koster or Kalp Shah on 020 8371 5244, or your usual Jeffreys Henry LLP contact on 020 7309 2222 to arrange a free financial review, or visit our specialist Jeffreys Henry Financial Services website.

Jeffreys Henry Financial Services is an appointed representative of Vintage Wealth Management Limited which is authorised and regulated by the Financial Conduct Authority. FCA number 593380