Financial Planning in partnership with Jelf

18 Jan 2011

We are pleased to announce the launch of BM Financial Services, which is a financial services offering encompassing all the elements you would expect, from life assurance, mortgages and pensions through to full financial planning for our clients. However, our partnership with Jelf also gives us access to a full insurance brokerage and healthcare services. BM Financial Services is a trading style of Jelf Financial Planning Ltd, which is part of Jelf.  Jelf is a substantial quoted company with 90,000 business and individual clients. We have selected Jelf to work with because they are professional in their outlook and they take a pride in the way they look after their clients. They will work as part of the Beavis Morgan team. Jelf Financial Planning Ltd is among only 306 financial adviser firms (out of over 5,000) in the country to hold Chartered status from the Chartered Insurance Institute.  Chartered status is the industry’s gold standard for financial planners. Qualifying for this status demonstrates that Jelf is committed to on-going professional development and that advisers uphold an overall standard of technical excellence and professionalism. Jelf can provide a review of existing arrangements to see if they continue to be suitable for our clients’ needs.  They can use their extensive knowledge and expertise to advise on changes to financial planning arrangements.   Jelf will follow this up with first class customer service, as would be expected from an organisation that has achieved Investors in Customers Outstanding status. We would encourage our clients to take advantage of this offer to make sure that their financial plans remain competitive and suitable. Please contact Paul Ashton or your Beavis Morgan Partner if you would like to find out more.