Jeli Financial Services

Independent Financial Adviser  70 The Broadway, Chesham, Bucks, HP5 1EG
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FCA authorised
Last authorised 22nd February 2021
We want to be your trusted partner by always doing the right thing by you.
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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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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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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Unit trusts
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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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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
MR Ian Whitfield
Adviser
About us

Jeli Financial Services provides holistic financial advice, including Mortgages, Protection (Insurance), Investments and Pensions for individual clients and businesses. At Jeli Financial Services we pride ourselves on being able to give clients a superior service and experience.

Our services

Customers will be provided with clear information and kept appropriately informed before, during and after the point of sale.
If we give advice to our customers, the advice will be suitable and take account of their circumstances.
We aim to meet or exceed the level of service and product performance expectations of our customers.
We will ensure that there is no barrier for customers to express their requests, concerns or complaints, and will always be responsive to them.
Products and services will be designed to meet the needs of clients.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face

70 The Broadway, Chesham, Bucks, HP5 1EG

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