
Services
Jalapeno (UK) Limited is a firm of independent financial advisors and mortgage professionals dedicated to delivering unbiased financial advice and doing so in the manner that is most appropriate and convenient to clients. Everyone's needs and objectives are unique. This is why our belief in tailor-made, personal service lies at the heart of the Jalapeno (UK) Limited approach.
Our initial meeting is without charge. Here we endeavour to get to know you and discuss the areas in which we may be able to help. We will discuss the range of services that we offer and the costs associated with these. At the end of this meeting the objective is that you will understand fully what we do and how we do it and we will have a much more accurate picture of your present position and how we can help you to move forward. It is then for you to decide if you would like to work with us and have Jalapeno onboard as your financial partner.
Having been a Financial Professional for 32 years, I built my career initially advising clients with Pearl Assurance and CIS. This led to roles in Senior Management after which I spent 14 years at Affinity as an Independent Financial Advisor, specialising in Investments and Retirement planning. I bring a high degree of experience and knowledge to Jalapeno (UK) Limited along with a calm diligent approach to planning.
There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner. Jalapeno (UK) Limited has been built based on honesty, reliability, integrity and an excellent service. Our team is at the heart of our business.
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