Welcome

James Fernley and Partners (Life & Pensions) are Independent Financial Advisors established in 1961, giving advice on all aspects of Personal Financial Planning.   Clients rely on us to provide objective independent advice based on our experience and knowledge.

Independent Advice is Impartial Advice

Our advanced  systems  allow us to give a first class service to our clients when carrying out research and providing them information with accuracy and speed.  We take great care to keep abreast of all new legislation  Our aim is to have a good and friendly working relationship with clients and give the best advice possible. It has always been a fact that the most important people to our Firm are our clients.

We Aspire to High Standards of Professional Integrity and that Old Fashioned Virtue - Service

We provide a wide range of Personal Financial Services:

  • Personal Financial Planning
  • Investment
  • Education Fees Planning
  • Health Insurance
  • Life Assurance
  • Mortgages
  • Pensions and Retirement Planning
  • Inheritance Tax Planning
  • Stakeholder Pension Scheme
  • Wills and Trusts

Please click on the links on the left for more details or click here to contact us to request more detailed information.

Our aim is to help you with all your Financial and Investment Planning

  • online services

    for if you want to research, and even buy, on-line products

  • Trustnet

    create a watchlist, valuations and alerts for your investments

James Fernley & Partners (Life & Pensions) is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 121092

The Financial Services Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Neither James Fernley & Partners (Life & Pensions) nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.