Martin Jeffery

Martin Jeffery

The Ron Jeffery Practice

Minimum savings/pensions: Over £50,000

Minimum mortgage: Over £100,000

0330 038 8939
Based in Pulborough
View location

Verified since: November, 2020

4.9 out of 5

66 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 19 April 2025

    Martin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 5

    Recent Client Reviews

    Verified reviews: 100%

    Martin has received 5 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 14 November 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 4

    Qualifications Uploaded

    4 qualification certificates available to view

    Martin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Martin has provided information on their typical fees

    Martin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 19 April 2025

    Martin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 5

    Recent Client Reviews

    Verified reviews: 100%

    Martin has received 5 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 14 November 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 4

    Qualifications Uploaded

    4 qualification certificates available to view

    Martin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Martin has provided information on their typical fees

    Martin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

I am a Diploma Qualified professional member of the Personal Finance Society. I advise Private Clients and Businesses using a comprehensive financial planning approach, offering a highly personal, long-term service tailored to your needs. Although I advise on all aspects of finance, I specialise in pensions and retirement planning. With a background in Science, you can expect me to pay attention to details. I work with a select number of 150 clients in London and the South East region so that I can deliver what I promise to a very high standard, building and improving upon existing arrangements that clients may have in place. I am an advocate of face-to-face advice, but can deliver consultations remotely if needs be. Lastly, I have access to innovative financial tools, and offer fit for purpose, value for money products from a range of the best providers in the UK.

Offers available through VouchedFor

Contact Martin through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Martin's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

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Mortgage value

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Clients' level of financial expertise

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