Paul Jefcoate
Owner - Senior Partner at The Pentagon Partnership
Based in Smeeth, United Kingdom
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Seniority
C-Team
Department
General Business & Management
Location
Smeeth
Industry
Financial Services
Company size
3
Contact information
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p•••••••@pentagonp.co.uk
Phone
5 credits+44 ••• •••• ••••
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Background
About Paul Jefcoate
Traded as an Independent Financial Adviser since 1998 after working for some very large banks and insurance companies where sales targets were more important than clients welfare. Three adviser business able to assist with anything from life insurance, all types of mortgages, retirement planning, investments and equity release.We initially traded under the compliance services of one of the largest networks(Sesame) until 2014, when we sought and gained Direct Authorisation to the Financial Conduct Authority. Qualified beyond FCA requirements to level 5 and seeking level 6, pushing on towards Certified Planner/Chartered status over the next couple of years.We do not apologise for trying to earn a living and be successful however we will endeavour at all cost, to ensure that we give good advice that is completely for the benefit of our clients.
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