J Cleverdon Limited

Text Only | Telephone: 01843 866599 | Fax: 01843 869106 | Email: info@jcleverdon.co.uk

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Investments & Pensions

In today's complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge. We make use of our wide range of professional contacts to ensure you have a suitably experienced independent financial adviser (IFA) and we work with them to ensure that you receive impartial advice in areas such as:

  • Pension Schemes
  • Life Assurance
  • Critical Illness Cover
  • Mortgages
  • Private Medical Insurance & Care Plans
  • Individual Savings Accounts
  • Investments

Require More Information?
If you would like more information or would like to ask us a question then call us on 01843 866599. To ask us a question online click here.


* J Cleverdon Limited is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accountants in England and Wales. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.

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