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Financial Services

At J P Leefe & Co. we offer a broad range of Financial Services. Find out more about our key services by clicking on any item below.

Managing your finances is complicated these days; you may have your life assurance with one company, pensions with two others and maybe investments with yet another. J P Leefe & Company can be your one point of contact for all of these.

Your family and perhaps your business will need different financial services depending on your stage of life.  J P Leefe & Company has the right financial solution for you, whatever your circumstances.

As an Independent Financial Adviser we provide advice on all types of investment products that might be suitable for you from all firms across the market:

  • Personal Protection – Life Assurance, Income Protection
  • Business Protection – Keyman Assurance, Share-Purchase Cover, Group Life Assurance
  • Pensions – Individual pension and pre-retirement planning, Self-Invested Pensions
  • Investments – ISAs, investing for income, tax efficiency, investment review service
  • Inheritance – Tax Planning, Wills