Jeff Winter

Restricted - Whole of Market  7 Dawnay Garth, York, North Yorkshire, YO30 1BH
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FCA authorised
Last authorised 17th May 2021
Whole of market pension specialist financial planner, focusing on Auto Enrolment and pension payment flexibility, offering impartial, understandable advice.
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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Buy my next home
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Buy to let
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Buying first home
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Next home / Remortgaging
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Self-employed mortgages
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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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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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Buildings and contents
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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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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 critical illness
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Group income protection
Meet our advisers
Jeff Winter
Financial Planner
About us

Financial Planner with access to ‘specialist’ departments and technology, currently focusing on Pension Auto Enrolment and pension payment flexibility. I will tell you the TRUTH about your money, identifying what risks, if any, you need to take and whether you can live the life you want now and in the future. I can provide detailed analysis of your financial situation pre and post retirement, determining whether your extensive needs and objectives are both possible and realistic.

Our services

We promise to deliver the service you require to play our part in helping you meet your extensive needs and objectives. We will help you imp[rove your current and future situations, at the same time reducing the burden of new regulations and legislations. This will allow you to concentrate on what you do best – living your life! Service-orientated, we are appreciated as local, friendly, efficient and forward-thinking financial planners. We look to inspire strong relationships, with personal and business clients alike, along with the wider community. Giving trust, the lifeblood of our business, is vital to achieving our aims.

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

7 Dawnay Garth, Shipton by Beningbrough, York, North Yorkshire, YO30 1BH

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