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Overview

It’s important to save money, for a specific goal, or a special occasion (for example marriage or holiday, school or university fee planning). It is also advisable to put money aside for an emergency and this provision should always be incorporated into your financial planning. 
Temple Financial can provide you with expert advice in relation to all forms of savings and investment products to include the following:

  • Unit Trusts
  • Investment Trusts
  • NISAs
  • Investment Bonds (Onshore)
  • Offshore Investments/Bonds
  • Private Portfolio Management
  • Investments for children and grandchildren

Planning ahead is the key to ensuring financial security for you and your family. The earlier you decide to save, the better chance you have of achieving your goal.

For more information about Jeffreys Henry Financial’s range of Savings & Investment options, please call 020 7371 5244 or email info@jeffreyshenryfinancial.co.uk

 

Contact Us

Jeffreys Henry Financial Services
Finsgate
5-7 Cranwood Street
London
EC1V 9EE

Tel: 020 7371 5244
Fax: 020 8371 3112
E: info@jeffreyshenryfinancial.co.uk

 

Jeffreys Henry Financial Services Limited is an appointed representative of Vintage Wealth Management Limited which is authorised and regulated by the Financial Conduct Authority. Number 593380.  Incorporated in England and Wales.  Company number 03824520.  Registered Office: 5-7 Cranwood Street, London, EC1V 9EE. Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

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Contact

Tel: 020 7371 5244
Fax: 020 8371 3112
E: info@jeffreyshenryfinancial.co.uk