planning process
I have worked in the financial services industry for over 20 years and have been fortunate enough to be involved in many different aspects of the industry including financial advice, compliance and training.
I hold the Certificate for Financial Advisers (CeFA), the Certificate for Mortgage Advice and Practice (CeMAP) and a Taxation and Trusts qualification.
In support of the ongoing service proposition, I maintain our review systems to ensure we are able to provide a regular ongoing service to all our clients, responding to their changing needs and circumstances.
| Office: | 01323 849119 |
| Mobile: | 07956 093046 |
| Email: | richard@jefferiesandlawrence.co.uk |
I have over 20 years experience in retail banking and am a professionally qualified adviser, holding the Certificate for Financial Advisers (CeFA), Certificate in Mortgage Advice and Practise (CeMAP), and the Diploma in Regulated Financial Planning (DipPFS).
Throughout my working life I have always made my client's needs and interests my number one priority. It is this principle which underpins the approach Jefferies & Lawrence Ltd apply to all our clients.
I look forward to helping you plan for the future to achieve your goals and objectives.
| Office: | 01323 849119 |
| Mobile: | 07795 217369 |
| Email: | kevin@jefferiesandlawrence.co.uk |