Simon Jackson has been providing solutions to client’s complex financial planning needs for over 20 years.

In particular, he specialises in providing tailored employee benefit advice to small and medium sized companies, and over the years has had experience of advising a wide selection of industries.

Simon prides himself in building loyal client relationships and developing an immense understanding of each individual’s aspirations and needs. He also carries out regular, structured continuing professional development to ensure his clients are kept aware of changing legislation and opportunities. 

Helen Jeffrey has worked in the financial services industry for over 10 years and has been providing advice to clients for the past 5 years.

She specialises in pre and post retirement planning and holds the Financial Services Authority required qualification to provide advice regarding Pension Transfers.  Helen also has considerable experience providing employee benefit advice to individuals.

In order to keep up to date with the evolving world of financial services, Helen is fully committed to Continuing Professional Development and is pleased to have achieved the highly regarded Chartered Financial Planner status and is also a CERTIFIED FINANCIAL PLANNER cm Professional.