C H Jeffries (Pensions & Financial Planning) Ltd is a firm of independent financial advisers and financial planners, based near Cockermouth in Cumbria, with clients throughout the north of England and southern Scotland. Being independent, we pride ourselves in being able to provide advice that is 100% client focused.
Our aim is to enable our clients to reaching their financial goals within a suitable timeframe. We help them achieve and maintain a desired lifestyle by understanding their existing position and future objectives, and then recommending appropriate investment products from across the whole financial marketplace.
Our aim is to enable our clients to reaching their financial goals within a suitable timeframe. We help them achieve and maintain a desired lifestyle by understanding their existing position and future objectives, and then recommending appropriate investment products from across the whole financial marketplace.
Services
This firm was set up in 1987 and now offers a bespoke advice service, tailored to our clients' specific circumstances, needs, goals and timescales. Our business is providing financial advice to individuals and owners of small businesses. We aim to make clients for life, and spend time ensuring that we understand each client's needs before discussing a suitable financial plan.
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