Jeff is based in North Somerset and has over 35 years experience in the Financial Services industry, in both sales management and in an advisory capacity. As a regulated sales manager with a high street bank for many years he gained a good grounding in personal finance and a grasp of what was truly important to the client. Frustrated with the conflict between good customer service and bank profitability Jeff set up as an independent financial adviser and mortgage broker, at one time working closely with the Professional Footballers Association. Following a five year career break and a meeting with Phil Morgan he came back to the industry in 2014.
When not seeing clients, Jeff’s interests are watching football, live music gigs and studying. He is expecting to complete a BA in History in 2017 following study with the Open University. Jeff lives with his wife Kate and two of his three children in Weston Super Mare.
Jeff cares passionately about people getting the correct unbiased advice and offers a true ‘adviser for life’ and home based service to his clients in Bristol and Somerset.
Call me on 07917 585 896 or email me at firstname.lastname@example.org