MEET THE TEAM
Jeff has been involved in financial services since the early 80s, enjoying spells with 3 UK insurers and one Building Society, where he eventually became a Branch Manager and qualified as an Associate of the Chartered Building Societies Institute in 1992.
He joined Warr & Co Chartered Accountants in 1997 as Financial Services Partner to create their financial planning division. He attained the Advanced Financial Planning Certificate in 1995 and achieved the status of Chartered Financial Planner in 2007. Jeff advises clients on all aspects of financial advice, although specialises in pre and post retirement planning, including pension reviews and retirement income planning.
Steve has been in the financial services industry since 1989. After enjoying roles with two large UK insurers he joined Warr & Co Chartered Accountants in 1998, becoming a Financial Services Partner in 2000. He has attained the Diploma in Financial Planning.
Steve advises his clients on a wide range of financial planning issues with a particular emphasis on pensions and personal & corporate investment planning. In addition, he is responsible for maintaining and developing our internet presence and our relationships with our professional business connections. Steve is married with 2 young daughters and away from work his interests include an obsessive interest in most sports, going to the gym and he is a budding wine collector.
Chris began his career in the investment sector over 20 years ago and qualified as an Independent Financial Adviser in 1990. From 1994 to 2000 he ran the financial advisory company for a large Manchester based accountancy practice.
He joined Warr & Co Chartered Accountants in 2000 and subsequently became a Financial Services Partner in 2001. Consequently he has a wide-ranging experience in personal and corporate investment planning and counts many in the legal profession amongst his clients. Outside of work he enjoys hill walking, trekking and the theatre.
IFA Services
Latest News
26th March 2012 - The Budget 2012
George Osborne delivered his third budget on 21st March 2012.
8th March 2012 - Tax Year End Opportunities
Various ideas and planning angles as we approach the tax year end.
22nd February 2012 - Junior ISAs
Individual Savings Accounts (ISAs) for children, known as Junior ISAs, are now available, offering a new tax-free way of saving for your child’s future.
21st February 2012 - Pension Snippets
A round up of the latest pension news.
15th February 2012 - A Free Pension?
In reality, no one is going to get a free pension, but some individuals can get very close to it.
6th February 2012 - Choosing The Right Option At Retirement - Guaranteed Annuities
There are numerous options for producing income in retirement from your accumulated pension funds. In the first of a series of articles, we will take a look at guaranteed annuities.
17th January 2012 - Choosing The Right Option At Retirement - Introduction
The point at which you wish to, or are able to, retire is a significant milestone as far as financial planning is concerned.
6th January 2012 - To Incorporate Or Not To Incorporate?
This is an important consideration for many people considering self-employment.
3rd January 2012 - 2011/2012 Tax Year End Planning
As the Christmas & New Year festivities subside for another year, now is a good time for individuals to consider what simple steps they can take to minimise their tax liabilities.
