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.

Investment Advice

Investment advice is essential; whether you want your money to grow or provide income. There is a huge range of investment funds available and we can help you make the choice which is right for you.

Retirement and Pension Planning

Retirement and pension planning is as important as ever. The different types of pension plan available can cause confusion. Make sure you have the right plan for your needs and the right investment strategy.

Financial Protection

For families, financial protection can help offset the effects of death, ill health or incapacity.

For companies, protection against the death or long-term ill health of a senior partner or director, could make the difference between a company surviving or ceasing to trade.

Group Schemes for business offer competitive rates either for life assurance or cover against ill health.

Group life assurance schemes are easy to administer and levels of cover can be tailored to each company's needs.

Group pensions are another important area we advise upon.

Financial Reviews

Financial reviews give you an analysis of your financial situation. They may give you peace of mind - or reveal a situation you were unaware of. When were you finances last reviewed?

Wills and Estate Planning

Wills, Estate Planning and Powers of Attorney give you peace of mind that your wishes will be carried out.

As an Independent Financial Adviser we operate on a fee paying or commission basis; or a combination of both for:

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