C P Griffiths & Partners
Independent Financial Advice from an award winning Chartered Financial Planner
C P Griffiths & Partners is a financial planning and advisory boutique. Our range of services include helping you to:
Maintain your standard of living in retirement - the earlier you start saving for retirement the better, we can advise on the most suitable strategy for your retirement savings, this may be through a pension, Stocks and Shares ISA and/or other investments.
Choose the most suitable way to take income from invested pensions - pension legilsation is complex and there are several options to consider at retirement.
Make the most of annual tax allowances - tax savings are an immediate return on capital and therefore the use of them should be maximised whenever possible.
Mitigate inheritance tax liabilities - we aim to build and deliver a financial strategy that will help pass assets to beneficiaries, while giving you maximum control of your assets through your lifetime.
Plan for care home fees - identifying how much is appropriate to save for care home fees gives you peace of mind and more financial freedom.
JENNY GRIFFITHS
Jenny achieved Chartered Financial Planner status in 2011 which is widely accepted as the "gold standard" qualification for professional financial planners and financial advisers in the United Kingdom. She has won several awards for her examination achievements.
Specialist areas
Investment Management, Retirement Planning, Pensions, Care Fee Planning, Inheritance Tax Mitigation Planning
Awards
Birmingham Insurance Institute's prize for most meritious performance in the Advanced Diploma in Financial Planning in 2011.
Chartered Insurance Institute's prize for the best candidate completing the Diploma in Financial Planning in 2009 (19,844 sittings of diploma examinations in 2009).
Winner of the Aviva Adviser Academy Award for Trusts Exams - for achieving an outstanding pass mark in the October 2009 Diploma in Financial Planning Trusts exam.
Associate of the Personal Finance Society by examination.
Interests
In her spare time Jenny enjoys country walks, and a variety of sports including running and mountain biking. She is passionate about animal welfare.
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