 |
|
Independent Financial Advisor in Harrow
Jennifer Goldsmith of Bluefin Group Limited
Address: 6th Floor, 47 Mark Lane, London, EC3R 7QQ
and 40 Streatfield Road, Harrow Middx HA3 9BS
Telephone: 020 7621 2400 (ext. 265)
Fax: 020 7621 2401
Mobile: 07957 215942
E-mail: jennifer.goldsmith@bluefingroup.co.uk
 Visit our
Web Site: www.bluefingroup.co.uk
Contact: Jennifer Goldsmith BSc AIFP APFS Cert CII (MP)
General Information
Bluefin is a National financial advisory firm which provides excellent support to all its clients. Jennifer is a Chartered Financial Planner and which means she has reached the Privy Council
standard for being Chartered. She specialises in giving advice to individual and corporate
clients on a wide range of financial matters and has passed her Advanced Financial Planning Certificate including exams in Business Financial Planning, Taxation and Trusts, Personal Investment Planning and Pensions.
She has access to the full range of products and services available in the UK and is able, therefore, to give
whole of market advice to help you solve your financial planning problems and maximise
your opportunities. In this way she can provide you with choice, value for money and quality service in everyday language. She has even been highly commended by the Health Insurance awards in the category of Best Income Protection Intermediary. She has also qualified three
times for the Million Dollar Round Table – which is an organisation which is for the top 6% in the world in financial services.
Whatever your situation try Jennifer first as she is one of the best in the UK.
Below is a table of the main topics on which advice is given. However, this does not cover all areas
on which advice can be given.
| Personal Lines |
Corporate and Business Plans |
- Lump Sum Investments
- Regular Savings Plans
- Retirement Planning
- Income Protection
- Critical Illness
- Life Cover
- Taxation
- Inheritance Tax Planning *
|
- Executive Pensions
- Stakeholder Pensions
- Group Personal Pensions
- Group Income Protection
- Group Life Cover
- Group Critical Illness
- Keyman Protection
- Partnership Protection
- Share Protection
|
For a detailed review of your personal circumstances please Email or telephone Jennifer in confidence and she will arrange a (no obligation) appointment at a time and place to suit you.
Bluefin is a trading name of Thinc Group Limited. Thinc Group Limited is authorised and regulated by the Financial Services Authority.
Registered Office: 5 Old Broad Street, London EC2N 1AD. Registered in England No: 3020619.
* Not all of the above products / services are regulated by the Financial Services Authority.
Tell us you found an Independent Financial Advisor in Harrow on SearchIFA
|
Pensions Advisers
Terms
and Conditions
