Financial Advice in Rutland Oakham and Stamford

J. P. Leefe & Company has merged with Elevation Wealth Management Ltd

John and Julie would like to let you know that we have taken the decision to merge J. P. Leefe & Company with Elevation Wealth Management Ltd – an Independent Firm of Financial Advisers, with offices based locally in the East Midlands, Birmingham, and London.

We’re sure you can appreciate that after 40 years working in the Financial Services industry, there comes a point when it is time to retire. This has led us to look for a partnership with another IFA.   Elevation have been selected because they share the same values as we do in relation to excellent and cost-effective client service.  We believe they are able, as fully independent, and authorised IFAs, to deliver a broad spectrum of advice in all areas and continue to support you and your needs as a valued client.  These qualities will be essential in an increasingly challenging environment.

John and Julie Leefe

Click here to be directed to Elevation Wealth Management Ltd

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We give independent financial advice to individuals and businesses and also on specific matters such as; investment for income, pensions or pre-retirement planning, SIPPs and annuities.

Why use us?

  • Recommended – Since we were established in 1983, personal referrals have been the main source of our business; we think this speaks for itself.
  • Convenient – Situated on the edge of Oakham, with easy parking. We are within easy reach of Stamford, Leicester and Peterborough. Our office is handy for the East Midlands and East Anglia.
  • Personal Service – We believe in the friendly and personal touch, personal service is most important to us.

 

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman 12 Endeavour Square, London E20 1JN
Tel: 0800 023 4567 or 0300 123 9 123
www.financial-ombudsman.org.uk

 

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