Almost 40 years experience and client relationships spanning 20 years or more, we are not your average firm. Formed in 2009, we are independent financial advisors and planners in Stratford upon Avon, providing high quality advice combined with a friendly, approachable style and a highly personalised service. Many of our clients are based locally although we cover much of the UK and do not restrict our services to any specific region.
We work with both private clients and businesses and our client base extends into the surrounding counties including Oxfordshire, Worcestershire, Leicestershire and Northamptonshire as well as further afield into London and the Home Counties. Services include pensions advice, consolidation of existing pensions, savings and investments advice, business protection, personal insurances, advice on mortgages, pre- and post- retirement planning and estate planning.
NOTE: If your enquiry relates to a final salary pension transfer or a one-off transaction to access Pension funds as cash, this is not an area in which we currently choose to specialise and we will be unable to assist.
We work with both private clients and businesses and our client base extends into the surrounding counties including Oxfordshire, Worcestershire, Leicestershire and Northamptonshire as well as further afield into London and the Home Counties. Services include pensions advice, consolidation of existing pensions, savings and investments advice, business protection, personal insurances, advice on mortgages, pre- and post- retirement planning and estate planning.
NOTE: If your enquiry relates to a final salary pension transfer or a one-off transaction to access Pension funds as cash, this is not an area in which we currently choose to specialise and we will be unable to assist.
Services
The team is headed up by Simon Jackson and Helen Jeffrey, with over 40 years of experience in the industry between us.
We are proud to be a firm of 'Chartered Financial Planners' which is the gold status awarded to ethical financial advisory firms in the UK.
Whilst you will tend to have one main point of contact at JJFS, we work very much as a team and anyone of us will be pleased to help you.
We are proud to be a firm of 'Chartered Financial Planners' which is the gold status awarded to ethical financial advisory firms in the UK.
Whilst you will tend to have one main point of contact at JJFS, we work very much as a team and anyone of us will be pleased to help you.
You can be certain that as a client of JJFS you are not just a number.
We provide a high standard of service for all clients and we will be honest with you from the outset if we don't think we can add any value to your situation.
Click the boxes below to find out about the financial advice and services we offer to individuals and businesses.
We provide a high standard of service for all clients and we will be honest with you from the outset if we don't think we can add any value to your situation.
Click the boxes below to find out about the financial advice and services we offer to individuals and businesses.
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.
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.
Cygnet Court is situated on Timothy's Bridge Road, just off the A3400 and A46, approximately 1.5 miles to the north of Stratford-upon-Avon town centre and very short walk to the new Stratford Parkway Rail Station (London Midland).
Leave the M40 at Junction 15 and take the A46 towards Stratford, following the signs to the Park & Ride/Stratford Parkway Railway Station.
Once you have passed the station you will approach a small roundabout.
Take the first exit which takes you into Timothys Bridge Road.
Leave the M40 at Junction 15 and take the A46 towards Stratford, following the signs to the Park & Ride/Stratford Parkway Railway Station.
Once you have passed the station you will approach a small roundabout.
Take the first exit which takes you into Timothys Bridge Road.
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