Response rating
9.3/10
FCA verified
18th September 2017

Baker Jenness Financial Management

Independent Financial Adviser 2 Oakleigh Drive, East Sussex, Heathfield, TN21 8HQ
First meeting at adviser's own cost
Specialists in Pension, Protection and Investment planning. SOLLA long-term care accredited adviser and East Sussex County Council Trading Standards approved.
We can advise you on
    • Equity release
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Nicholas Baker
Partner
adviser-person
Stephen Jenness
Partner
Accreditations
Later Life Accredited Adviser
Where to find us
About us

At Baker Jenness Financial Management, we pride ourselves on providing the best service possible to our clients. We offer fully independent, professional and unbiased advice on a wide range of financial products. We offer expertise in both generic financial planning and in specialist areas such as Care Fees Funding advice, Wealth Management and Estate Preservation & Inheritance Tax mitigation.
Please contact us to arrange a mutually convenient appointment to discuss your needs.

Our services

With nearly 50 years combined experience our aim is to help and reassure our clients that the financial maze we are often faced with today can be navigated successfully, with the correct advice, support and recommendations. Our individual service has proved to be a great success with our clients, many of whom have been supported for over 20 years.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

Similar advisers near you

Independent Financial Adviser 0.27 mi
We specialise in jargon free Investment, Pension and Retirement Planning advice for individuals and businesses and we are fully Independent.
 
Independent Financial Adviser 1.54 mi
Tucana Financial Planning is not your ordinary financial advisory practice. We do not sell products, we advise!
 
Independent Financial Adviser 5.95 mi
Carefully providing effective financial solutions, tailored to your situation
 
Independent Financial Adviser 6.23 mi
We offer truly independent financial advice for the new, experienced and even corporate client.