Based in the heart of Macclesfield, we are a long-established leading Independent Financial Advice firm that operates with a team of Chartered Financial Planners that predominantly services clients in Cheshire, Derbyshire and Staffordshire, but also across the UK.
Embracing their Chartered Financial Planning status, our advisers offer our clients the highest levels of technical professional knowledge and competence from their qualifications, and ensure that their knowledge and skills are kept up-to-date through continuing professional development.
We have been offering Independent Financial Advice for over 40 years. Under the umbrella of Josolyne & Co we have worked closely and built lasting relationships with not only individuals but also medical professionals, businesses and their employees. As our clients’ circumstances change and they have moved house to be closer to family or work, we have been able to maintain that close relationship and so now service clients across the UK.
For us, it is about building a successful working relationship. We understand that you have worked hard for your money and, in turn, you want it to work hard for you so that you can achieve your goals and objectives, be this in terms of lifestyle, security or legacy.
When we became JFP Financial Services Ltd in 2008, this ethos did not change. As your life evolves, we understand that your circumstances and objectives will also evolve throughout the journey. Therefore, at the heart of our Client Agreement is a regular review service to ensure we are by your side every step of the way.
The Directors of JFP Financial Services Ltd are Andrew Heywood (Managing Director) together with the Partners of Josolyne & Co. This close relationship ensures we can offer holistic and specialist advice in areas such as Estate Planning, NHS Pension Scheme, Tax and Business Services.