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Financial Planners

Jessop Fund Managers Limited

Jessop Fund Managers Limited is a London-based company that specializes in financial planning and financial services. As experienced financial planners, they offer tailored solutions to help their clients achieve their financial goals. With a commitment to providing exceptional service, Jessop Fund Managers Limited is dedicated to helping their clients navigate the complex world of finance.

Introduction to Jessop Fund Managers Limited

Jessop Fund Managers Limited is a financial services company based in London, England. Founded in 2008, the company has a strong reputation for providing top-notch financial planning services to its clients. What sets Jessop Fund Managers Limited apart from other companies in the same industry is its commitment to building long-lasting relationships with its clients, as well as its comprehensive approach to financial planning.

Services & products

Jessop Fund Managers Limited offers a range of financial planning services to its clients, including retirement planning, investment management, and estate planning. The company's team of financial planners works closely with clients to develop personalized financial plans that meet their unique needs and goals. In addition to its financial planning services, Jessop Fund Managers Limited also offers investment products to help clients achieve their financial goals.

Location

Located in the heart of London, Jessop Fund Managers Limited is surrounded by a mix of businesses, from financial institutions to retail shops and restaurants. The area is easily accessible by public transportation, with the closest options being St. James's Park Station (0.2 miles), Victoria Station (0.6 miles), and Westminster Station (0.7 miles). Visitors to the area can expect to experience the hustle and bustle of London's city center, with plenty of attractions and amenities to explore.

Benefits

Customers who choose Jessop Fund Managers Limited can expect to receive personalized attention from a team of experienced financial planners who are committed to helping them achieve their financial goals. The company's comprehensive approach to financial planning ensures that clients receive a customized plan that takes into account their unique needs and circumstances. Additionally, the company's investment products are designed to help clients achieve their financial goals in a way that is tailored to their risk tolerance and investment style.

Good to know

Customers should be aware that Jessop Fund Managers Limited is a fee-only financial planning firm, which means that the company does not earn commissions on the sale of investment products. This ensures that the company's financial planners are focused solely on the best interests of their clients, rather than on earning commissions on investment products.

Reviews

Customers rave about the personalized attention they receive from the team at Jessop Fund Managers Limited. Many clients praise the company's comprehensive approach to financial planning, which takes into account their unique needs and circumstances. Customers also appreciate the company's transparent fee structure and its commitment to building long-lasting relationships with its clients.

Amenities

  • amenity
    online account access
  • amenity
    financial planning
  • amenity
    investment advice
  • amenity
    retirement planning
  • amenity
    tax planning
  • amenity
    insurance coverage
  • amenity
    wealth management

FAQ

What types of financial planning services do you offer?

We offer a range of financial planning services including investment planning, retirement planning, tax planning, estate planning, and wealth management.

How do you customize financial plans to fit individual clients?

We take a personalized approach to financial planning, taking into account each client's unique goals, risk tolerance, and financial situation. Our financial planners work closely with clients to develop customized plans that meet their specific needs.

What are your fees and how are they structured?

Our fees are structured based on the complexity of the financial planning services provided. We offer transparent, competitive pricing and do not charge any hidden fees. We will provide a detailed breakdown of our fees before any work is carried out.

What professional qualifications do your financial planners have?

Our financial planners are highly qualified professionals with a range of certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Wealth Manager (CWM). We ensure that all of our planners are up-to-date with the latest industry developments and regulations.

Can you provide references or testimonials from satisfied clients?

Yes, we are happy to provide references and testimonials from our satisfied clients. Our team has a proven track record of delivering high-quality financial planning services, and we are proud of the positive feedback we have received from our clients.