Protect Your Pension

Welcome to Jellings Dalton Investments

We are an Independent Financial Adviser (IFA), directly authorised by the Financial Conduct Authority.  The company’s head office is based in Tettenhall, Wolverhampton and from here we serve clients all over the country.

The team behind Jellings Dalton Investments have many years experience in providing expert advice to ensure that clients protect and gain the most from their wealth.  The wealth of knowledge and qualifications held by members of the Jellings Dalton Investments team ensure that a fully holistic approach is offered to all customers when assessing their current financial position and future objectives.

How We Work

We offer a free, no obligation initial meeting so that you can judge for yourself the quality of our service.

When you have decided you would like to work with us, our approach is based on establishing a complete picture of your financial and personal circumstances, and your tolerance to risk.  We also evaluate your current tax position to ensure we maximised the use of tax efficient wrappers.  This enables us to arrange your investment and pension portfolio so that in retirement you will benefit from a highly tax efficient income stream.

We can then advise you on developing or diversifying your financial arrangements, in line with your tolerance to risk profile, to bring you the benefits you are seeking.

We monitor the whole market for financial products and opportunities, so our recommendations are based on options that you might not otherwise be aware of or have considered.  Whatever our advice may be, it will have your best interests in mind and we’ll explain all the implications clearly.

For your peace of mind, you will receive a schedule of costs for our advice and our assurance that we will receive no commission for any business we place on your behalf.  On Insurances and Protection policies there might be a commission payable.  In this way, you can be sure that you are the focus of our advice process and that we have no financial interest involving any third party.

SIMPLIFY YOUR LIFE

Jellings Dalton Investments believe that tax rises led to the need for you to seek financial advice as tax planning is a cornerstone of the value that we can offer to you.  We believe that Jellings Dalton Investments can help our clients as follows:

  1. To reduce your overall liability for income tax, capital tax and wealth tax.
  2. Less inheritance tax for your heirs.
  3. Estate planning flexibility with strategic tax planning to make life easier for your family upon your death often without the need for probate.
  4. Maximise real returns of your investments.  In this global climate of economic uncertainty and historically low interest rates, effective tax planning can play a part in helping returns outpace the cost of living.

For more information about Jellings Dalton Investments’ services in Wolverhampton and across the West Midlands, or to arrange a free, no obligation initial meeting, begin the process by contacting Angela Jellings on 0344 9672233.