Independent Financial Adviser

  • Savings & Investments & ISAs
  • Pension Reviews & Planning
  • Personal Pensions
  • Retirement Options
  • Life assurance
  • Wealth Management
  • Annuities
  • Employer Pensions
  • Pension Draw Down (alternative to annuities)
  • Critical Illness Cover
Independent Financial Adviser

As an Independent Financial Adviser we can help you answer such questions as:

How much should I be saving for my retirement?

When will I be able to afford to retire?

Will my family be financially secure if I die or cannot work due to illness?

Are my investments meeting my objectives?

How can I structure my savings tax efficiently?

What choices do I have with my pension fund on retiring?

What are the alternatives to a conventional annuity?


David Jeffreys Ltd is an appointed representative of ValidPath Ltd which is authorised and regulated by the Financial Conduct Authority

Require more information?

If you would like more information or would like to speak to us direct then call us on 01480 433336. Or if you would prefer, ask us a question online.