Business Details
17 Years
experience
Your Trusted Financial Partner in Stratford upon Avon
Established in 2009, Jackson Jeffrey Financial Services is an independent financial advisory firm based in Stratford upon Avon, offering high-quality, personalized financial planning services. Our team combines over 40 years of industry experience with a commitment to ethical practices and client-centric solutions. We specialise in pensions advice, investment strategies, retirement planning, and business protection, serving private clients and corporations across the UK. Our Chartered Financial Planner status reflects our dedication to maintaining the highest professional standards. We prioritise long-term client relationships, ensuring transparency and honesty in all our recommendations.Our services extend to estate planning, auto enrolment compliance, and employee benefits, tailored to meet individual and organisational needs. With a focus on continuous support, we provide regular portfolio reviews and proactive financial guidance. Our regulatory oversight by the Financial Conduct Authority underscores our commitment to compliance and client trust. Client testimonials highlight our approachability, expertise, and the enduring value of our advice. We operate with integrity, ensuring clients receive objective recommendations aligned with their financial goals.
Services
Pension Consolidation
Retirement Planning
Investment Advice
Auto Enrolment
Estate Planning
Business Protection
Employee Benefits
Details
- Year established: 2009
Highlights and features
- We have over 40 years of combined experience in financial planning.
- Our team holds Chartered Financial Planner status, the UK's highest professional accreditation.
- We provide tailored advice for both individuals and corporate clients.
- Client relationships span decades, reflecting our commitment to long-term trust.
- Regulated by the Financial Conduct Authority for compliance and transparency.
Associations and certifications
- Chartered Financial Planner
- Financial Conduct Authority
What people say
Personal touch
Valued client
Peace of mind
Professional service
Clear explanations
Services
Pension Consolidation
We help clients combine multiple pension pots into a cohesive strategy, simplifying management and optimising growth potential. Our approach considers tax efficiency, risk tolerance, and retirement goals. With FCA regulation ensuring compliance, we provide tailored solutions for individuals and businesses.
Auto Enrolment
We guide employers through auto enrolment obligations, ensuring compliance with evolving regulations. Our services include scheme selection, employee communication, and ongoing administration. Clients benefit from streamlined processes and expert support to meet legal requirements without disruption to operations.
Estate Planning
Our estate planning services focus on minimising inheritance tax and ensuring smooth asset transfer. We assess individual circumstances to create strategies like trusts and lifetime gifts, aligning with long-term financial goals. Regular reviews ensure plans adapt to legislative changes and personal circumstances.
People
Simon Jackson
Co-Founder
With over 40 years in financial services, Simon specialises in pensions and retirement planning. His client-first approach has built enduring relationships, focusing on transparency and tailored solutions for individuals and businesses.
Helen Jeffrey
Co-Founder
Helen brings extensive expertise in investment and estate planning. Known for clear communication, she helps clients understand complex financial products, ensuring strategies align with their long-term objectives and regulatory requirements.
Questions
What areas do you serve?
We operate nationwide from Stratford upon Avon, supporting clients across Warwickshire, London, and surrounding counties with tailored financial advice.
Are you regulated by the FCA?
Yes, we are authorised and regulated by the Financial Conduct Authority (No 502476) for compliance and client protection.
Do you offer corporate pension services?
We specialise in auto enrolment compliance, employee benefits, and business protection, helping employers meet legal obligations and support workforce financial wellbeing.
How do you personalise financial advice?
We conduct detailed consultations to understand individual goals, risk profiles, and circumstances, creating bespoke strategies that evolve with clients' changing needs.
