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  11. J F P Financial Services Ltd

J F P Financial Services Ltd

Independent Financial Adviser  Silk House, Cheshire, SK11 7QW
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FCA authorised
Last authorised 21st June 2021
Bespoke and tailored advice without any restrictions or bias towards a particular product or provider.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group income protection
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Group private medical insurance
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Long term care
Meet our advisers
MR David Venn DipPFS
Financial Adviser
MR Andrew Heywood Dip PFS
Director
About us

At JFP Financial Services Ltd we Treat our Customers Fairly and aim to provide a lifetime of financial planning with the sole objective of increasing our clients’ financial worth, whilst acting at all times to the highest professional ethical standards. Our advice can take into account a wide range of aspects including; investment management, tax and estate planning, retirement planning, personal protection and business succession planning and protection.

Our services

The real value of expert advice goes beyond finding the right solutions. It lies in the experience that your adviser brings to the relationship. Not everyone has the confidence to navigate the world of finance on their own. A trusted adviser can open your eyes to opportunities and provide vital reassurance that you’re taking the right steps to bring your plans to life.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Silk House, Park Green, Macclesfield, Cheshire, SK11 7QW

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