Keith Jobson DipPFS, CertSMP - Wealth Management - Independent Financial Adviser (IFA) and Advanced qualified - Independent Mortgage Adviser (IMA) with Julian Harris Financial Consultants IFA national  network

Keith Jobson DipPFS, CertSMP - Wealth Management - Independent Financial Adviser (IFA) and Advanced qualified - Independent Mortgage Adviser (IMA) with Julian Harris Financial Consultants IFA national network

Keith Jobson DipPFS, CertSMP - Wealth Management - Independent Financial Adviser (IFA) and Advanced qualified - Independent Mortgage Adviser (IMA) with Julian Harris Financial Consultants IFA national  network is a verified pro service provider Certificate of Excellence 2019

Keith Jobson DipPFS, CertSMP - Wealth Management - Independent Financial Adviser (IFA) and Advanced qualified - Independent Mortgage Adviser (IMA) with Julian Harris Financial Consultants IFA national  network locationSouthampton, Hampshire

(3 Reviews)

I cover all locations in my service of providing the absolute best quality Whole of Market - Independent Financial Advice.

"Send me a request if you need Financial Advice, it will be my pleasure to be of service - thank you - Keith"

"I was pleasantly surprised to find out that I was selected by the UK Financial Times (FT) Adviser Publication (2019) - 'Mystery Shopper's Choice' for (Whole of Market) Independent Financial Advice as the best Independent Financial Adviser (IFA) for providing - Inheritance Tax (IHT) Mitigation Planning Advice.

I received a Mystery Shopper's score of 34 out of 35"

Contact me if you need IHT mitigation planning Advice.




"Providing financial advice on all aspects of financial planning, including savings, pension planning and investment planning (etc) to assist you in achieving your financial goals, is my goal"

"Thank you and I look forward to speaking with you
Kind regards - Keith"

***************************************************************************************

"I am grateful to be Winner of the Bark Professional 2018 / 2019 - IFA Certificate of Excellence Award"

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Whole of Market Professional - Independent Financial Adviser (IFA) with Julian Harris Financial Consultants (JHFC) IFA network.

I started my career in Financial Services as a regulated Financial Adviser in 1995.

As a Whole of Market Professional - Independent Financial Adviser, I help my clients achieve their personal goals and ambitions, by structuring financial plans in line with personal objectives.

I have access to the whole of market to provide independent financial advice, with some examples being advising on investments, savings plans, pensions, and protection solutions, including:

Whole of Market research to source the absolute best Financial Planning solutions, including:

* Wealth Management

* Investment Planning

* Life Assurance - personal and for businesses

* Income protection

* Critical Illness protection

* Tax efficient investment advice

* Pension advice

* Annuities

* Income Drawdown

* Tax efficient investments for growth or income

* Capital Protected Investments

* VCT; EIS; SEIS (on determination of suitability)

* Corporate Investments

* Ltd Company protection solutions

* Ltd Company Relevant Life (offset against Corporation tax)

* Regular saving plan options

* Inheritance Tax (IHT) planning

* Trust advice

* School fee planning solutions

* Protecting your mortgage

* Private Medical Insurance


Contact me to arrange a friendly, confidential no obligation FREE initial consultation, by Telephone, Skype or Face to Face.

I am able to provide a whole of UK service.

Several of my areas of specialisms include:

* Removing the complexities and explaining all aspects of financial planning in plain English.

* Retirement options and how to retire early.

* Investments for Wealth Preservation

* Protection Specialist

* IHT planning

* Schools fee planning


It would be my pleasure to be of service, please feel free to get in touch for a no obligation initial FREE consultation: 07757 139132

"My focus is to provide high quality financial advice and build long term client relationships"

________________________________________________________________________________________________________________________
Financial Services Professional Qualifications:

I hold the Chartered Insurance Institute (CII) Diploma in Financial Planning -DipPFS and the Advanced Mortgage Advice qualification - CertSMP.

I also hold the specialist qualification with the CII in Equity Release - CertCII(ER)

________________________________________________________________________________________________________________

Keith Martin Jobson is an Independent Financial Adviser (IFA) of Julian Harris Financial Consultants - IFA national network, authorised and regulated by the Financial Conduct Authority number: 153566. Company number: 3927189. Registered Office: Julian Harris House, Musgrove, Ashford, Kent, TN23 7UN.
________________________________________________________________________________________________________________
Think carefully before securing debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it.


  • 4 hires on Bark.com
Keith Jobson DipPFS, CertSMP - Wealth Management - Independent Financial Adviser (IFA) and Advanced qualified - Independent Mortgage Adviser (IMA) with Julian Harris Financial Consultants IFA national  network Reviews

Reviews


Review of Keith Jobson DipPFS, CertSMP - Wealth Management - Independent Financial Adviser (IFA) and Advanced qualified - Independent Mortgage Adviser (IMA) with Julian Harris Financial Consultants IFA national  network by Enrico Garofalo
5 18/01/2019 Enrico Garofalo

Had a fantastic interim discussion with Keith who is highly experienced and knowledgeable he set me down the right path to start looking at my financial circumstances and i have every confidence in him to help me make the right choice, i am looking forward to progressing this further with him i know i have made the right choice going through bark and meeting Keith.

Review of Keith Jobson DipPFS, CertSMP - Wealth Management - Independent Financial Adviser (IFA) and Advanced qualified - Independent Mortgage Adviser (IMA) with Julian Harris Financial Consultants IFA national  network by Don Herridge
5 08/11/2018 Don Herridge

Very helpful and informative. Very knowledgeable. Trustworthy. First time I've been able to find an IFA I feel comfortable with. So glad you put me on to him.

Used this pro
Keith Jobson DipPFS, CertSMP - Wealth Management - Independent Financial Adviser (IFA) and Advanced qualified - Independent Mortgage Adviser (IMA) with Julian Harris Financial Consultants IFA national network replied:
Dear Don, thank you very much for your kind words.

It is my absolute focus to do the very best for you and Sherrie, now and in the future.

Kind regards and see you again soon.

Keith
Review of Keith Jobson DipPFS, CertSMP - Wealth Management - Independent Financial Adviser (IFA) and Advanced qualified - Independent Mortgage Adviser (IMA) with Julian Harris Financial Consultants IFA national  network by peter fennemore
5 04/11/2018 peter fennemore

Keith contacted me about my mortgage needs I was impressed with his knowledge in the time we talked over the phone he pointed out many thing I was unaware of we decided it was to early at the moment to start sorting out the mortage but I will be staying with Keith and for future advise on financial matters Keith is very confident he can get us the best deal and I have every faith in him

Used this pro
Keith Jobson DipPFS, CertSMP - Wealth Management - Independent Financial Adviser (IFA) and Advanced qualified - Independent Mortgage Adviser (IMA) with Julian Harris Financial Consultants IFA national network replied:
Dear Peter, thank you very much for what you placed on Bark. I really appreciate your feedback. I very much look forward to seeing you in January. Kind regards - Keith

Keith Jobson DipPFS, CertSMP - Wealth Management - Independent Financial Adviser (IFA) and Advanced qualified - Independent Mortgage Adviser (IMA) with Julian Harris Financial Consultants IFA national network


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Keith Jobson DipPFS, CertSMP - Wealth Management - Independent Financial Adviser (IFA) and Advanced qualified - Independent Mortgage Adviser (IMA) with Julian Harris Financial Consultants IFA national  network Q&A

Company Q&A

What do you love most about your job?

Building long term client relationship, by providing high quality whole of market independent financial advice.

What inspired you to start your own business?

My passion for providing high quality financial advice and building long term client relationships.

Why should our clients choose you?

I will provide professional, high quality whole of market independent financial advice.
"My focus is to provide high quality financial advice and build long term client relationships"

  • 4 hires on Bark.com

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