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Jelf launches telephone advice service

Jelf Financial Planning is launching a telephone advice service aimed at clients looking to use the Government’s pension freedoms from April.

The advice business, which is part of Jelf Group, currently has 30 face-to-face advisers.

Its telephone service will initially be staffed by five advisers and supported by online tools. Jelf says it will take on more staff and use resource from its face-to-face team to support demand.

The service will provide focused advice from a “whole of market” panel. Jelf declined to provide details of its charges but says they will be less than its charges for face-to-face advice.

Jelf head of money after work Lee Coles says: “Historically we have offered full, face-to-face advice. We are now also offering a narrower, remote financial planning service for people who are interested in drawing their pension pot.

“The service will be marketed to new and existing customers, and we will also use opportunities to link with our employee benefits division.

“The Government’s guidance service will not deliver solutions for consumers and that is where we can help.”


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