J P Leefe & Company
Financial Advice in Rutland, Oakham and Stamford
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Latest news

Guide to getting my finances in order

10th September 2020
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When it comes to making financial decisions, you don’t have to go it alone
The coronavirus (COVID-19) pandemic outbreak has affected people in
various ways. However, this has undoubtedly been a time for
contemplation surrounding our personal finances. Many have taken
the new-found time at home to conduct a review of their finances,
to assess necessary and unnecessary
expenditure. While uncertainty with the job market continues,
a tighter grip on finances is key.
Even if you have a solid financial plan in place, it still
needs to be updated regularly to ensure it reflects
any life changes. But what should your priorities
focus on now? Is it time to turn your attention to
your pension, ISA or your mortgage, or something else?
Should you be thinking about investing more for your
children’s education or putting an estate plan in place? And then
there are those previous company pension schemes to review –
is it three, four…or was it five?

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Financial Services

  • Investment and savings
  • Retirement and pension planning
  • Financial protection
  • Business protection
  • Financial reviews
  • Long term care, wills, powers of attorney and estate planning

Recent posts

SmartMoney January February 2021 7th January 2021

Guide to Individual Savings accounts 2021/22 7th January 2021

Guide to designing your own lifestyle plan 7th January 2021

What our clients are saying

Service has been very good. Helpful and informative. Queries dealt with promptly.... Triangle
Mr & Mrs NA

About us

J P Leefe & Company is regulated by the Financial Conduct Authority.

FCA Regulation Number: 125689

Information contained within this site is subject to the UK regulatory regime and is therefore targeted at UK-based customers.

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