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.

Mathew Clamp has worked in Financial Services for over 15 years providing advice throughout this time. He specialises in mortgages and protection and has a wealth of knowledge when it comes to dealing with complex cases throughout different mortgage areas.

Mat’s role as Mortgage Principal at Jackson Jeffrey allows him to offer a whole of market mortgage proposition to individual and corporate clients and he is fully CeMap qualified. He prides himself on offering high levels of service and maintaining customer relationships.

Geraldine Austin has worked in Financial Services for over 20 years providing administration support and assistance in both corporate and personal financial planning.

Geraldine’s role as Office Manager involves assisting the Directors to ensure an outstanding level of service is delivered to clients at all times.

She prides herself in building up a good working relationship with clients and insurers/investment providers alike.    

Hannah Savidge has a wealth of experience in customer services and has joined the business as Office Administrator.

Hannah assists the Directors with day to day tasks and also assists clients with administrative matters.

Jane Wakeling provides office administration services to Jackson Jeffrey Financial Services. She has over 20 years experience in the financial services industry.