Independent Financial Advice
Financial Planning
Do you have questions about pensions, investments, retirement or inheritance tax?
Sally Jackson is a Chartered Financial Planner with Stephen Eve Financial Planning and is here to help you get these important questions answered and the right advice for your situation.
Sally provides independent advice on pensions, investments, inheritance tax planning, retirement planning, cash flow planning and financial protection.
With over 10 years of experience, Sally is also a Fellow of the Personal Finance Society, the highest level of qualification in financial services. Her knowledge, experience and commitment to client care are fundamental to the high-quality services she provides and is valued by her clients.
About Sally
Sally Jackson is a Chartered Financial Planner with Stephen Eve Financial Planning.
“I work closely with clients to understand what’s important to them and build practical, evidence-based plans that help them move forward with confidence — whatever stage of life they are at.
For me, the most rewarding part of the job is building long-term relationships and seeing the real difference good planning can make. “
To arrange a free initial phone call, please email sally.jackson@stephenevefinancial.com with your contact details and brief summary of what you would like assistance with. Fees are bespoke and will be discussed with you based on the type and level of service agreed.
About Stephen Eve Financial Planning
Stephen Eve Financial Planning is a family-run business dedicated to helping clients achieve peace of mind and confidence in their future. Based in Nottingham, they are truly independent financial advisers who take a holistic approach to planning, combining expert advice with a genuine care for their clients’ best interests.
Whether planning for retirement, selling a business, or passing on wealth, Stephen Eve provides guidance designed to bring reassurance and clarity. Their services include Retirement Planning, Investment Advice, Estate Planning, Protection Planning, and Cash Flow Planning.
At the heart of their approach is a simple understanding of what matters most: a good quality of life, looking after loved ones, and the freedom to enjoy each day.
Chartered Financial Planner
Stephen Eve Financial Planning Ltd. is an appointed representative of 2 plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Stephen Eve Financial Planning Ltd is entered on the FCA register (https://www.fca.org.uk) under reference 980192. Registered office: 12 Regent Street, Nottingham, NG1 5BQ. Registered in England and Wales Number: 14084601.