Jessop Financial Planning

Independent Financial Advice and Solutions

A personal & bespoke service. At the core of our service is the production of your individually crafted financial plan.

About our four step process. Designed to find out what's important to you and your family both now and in the coming years.

Our investment philosophy. Our investment philosophy is rooted in Nobel prize winning economic research.

Jessop Financial Planning is a fee only wealth management and advisory practice, based in Sheffield, which provides investment management and financial planning solutions to wealthy individuals, families and trusts. Our goal is to make your life easier by acting as a:

  • Guide - ensuring that you have the financial resources to permit you to realise your goals and ambitions
  • Investment manager - applying Nobel prize winning research to the management of investment portfolios
  • Tax planner - reducing the amount of tax that you pay
  • Facilitator - coordinating the inputs of your other professional advisers
  • Sounding board - we will be there to talk through any concerns or if you just want someone to bounce ideas off

Our ongoing services will ensure a comprehensive review of your financial position to ensure that you are on track to meet your goals.

Please contact us to obtain a copy of our client charter setting out our commitment to clients who engage us on an ongoing basis.

For further information, please read our list of Frequently Asked Questions.