J P Leefe & Company

Independent Financial Adviser  J P Leefe Co, Oakham, Rutland, LE15 7WD
First meeting at adviser's own cost
Friendly local financial advisers helping you with all your financial requirements
We can advise you on
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Ethical investments
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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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Socially responsible investments
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Unit trusts
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Stockbroking services
Response rating
9.0/10
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FCA authorised
Last authorised 10th August 2020
Meet our advisers
Julie Leefe Dip FA
Partner

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

John Philip Leefe DipPFS
Partner

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

Richard Brett
About us

We are a long established firm of independent financial advisers offering friendly, persoanlised, tailored advice to individuals and businesses. We are located in the smallest county of Rutland but easily accessible from anywhere in the East Midland via the A1. We have ample parking facilities. We can offer advice, financial planning and execution in the areas of investment, retirement planning, and business or personal protection. You can find news and our Dear John blog on ou web site together with our Rutland Gallery local photos. Follow us on Twitter (jpleefe) or on Facebook as J P Leefe & Company.

Where to find us
Head office address: J P Leefe Co, The King Centre, Main Road, Barleythorpe, Rutland, Oakham, LE15 7WD
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 10th August 2020

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