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  11. Jessop Financial Planning Limited

Jessop Financial Planning Limited

Independent Financial Adviser  Westbrook Court, Sheffield, S11 8YZ
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FCA authorised
Last authorised 8th August 2022
Sheffield’s only Accredited Financial Planning™ firm, specialising in retirement planning, tax planning, investments and pensions.
We can advise you on
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Annuity purchase
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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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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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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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Critical illness
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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
Meet our advisers
MR Ben Westaway ACA CFP
Managing Director
About us

Jessop is Sheffield’s first, and currently only, Accredited Financial Planning™ firm. You will find several differences to other advisers. Firstly, all clients receive their own personal ‘Masterplan’ – a blueprint for their financial future – answering the financial questions that are really important to them. Secondly, we are very highly qualified, specialising in investment management, pensions and tax planning. Thirdly, we practise what we preach and invest in the same way that we recommend to clients.

Our services

Providing peace of mind about our clients' financial futures by offering a bespoke financial planning service. The financial plan is then implemented using our specialisms in tax planning, retirement planning, investments and pensions. Giving confidence to our clients that their financial affairs will be managed by a professional and highly qualified team. Guiding our clients through the complexities of modern financial life.

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£51,000
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

Westbrook Court, 2 Sharrow Vale Road, Sheffield, S11 8YZ

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