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Spring 2012 Newsletter
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October 2011
ISA Information for 2012
Seamless Planning
We provide advice and planning services for people who want to make the most of their finances. We're independent, which means we work for our clients interests, not those of a bank or insurance company. Once we've understood your aims, aspirations and concerns, Jackson Robson Financial Services can help you make your money work for you. Call us now on 01377 250940 to request an initial meeting.
Investment & Portfolio Planning
We'll get a thorough understanding of your attitude to risk, your short, medium & long term aims & then advise you in light of the opportunities and threats of the current economic climate.
Life Assurance & Income Protection
Protecting what you already have should be the start of any sound financial plan. As independent financial advisers, we can help ensure whatever policy you select is right for your individual circumstances.
Pension & Retirement Advice
In simple terms, we'll start by helping you understand what you have & what it is likely to provide versus what you may need. A complex area that can certainly benefit from independent financial advice.
Mortgages
With the current economic climate, many people may be forgiven for thinking getting a mortgage is nearly impossible! This is simply not the case. There has never been a better time to seek professional help.
Your home may be repossessed if you do not keep up repayments on your mortgage
For mortgage advice you can choose how we are paid : pay a fee of £500, or we can accept commission from the lender.
In order to advise you properly Jackson Robson Finacial Services must obtain certain information about you. By providing us with your personal data you agree that the information we hold about you can be held on computer and/or paper files. All information sent to us via the "Find out More" link on our website is processed by a secure server.