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Meet Jeff

Independent Financial Adviser

Professionally

Jeff has spent more than 31 years in the financial services industry, working as an adviser. His current duties include attending client meetings, reviewing and ensuring that financial objectives continue to be met, and staying on top of administration.

Qualifications

  • CII Diploma
07880 800493 jbernstein@caltonwm.com

Personally

Jeff plays in a band and scores music for Scottish independent film directors.

 

He also enjoys socialising with friends and walking his dog, Lenny.

In the spotlight

On an ideal weekend, you can find me:

Walking along the shore with Lenny and composing music in my studio.

My favourite holiday destination is:

Italy

My favourite song to play in the car is:

‘Life’s What You Make It’ – Talk Talk

The first album I bought was:

Sheer Heart Attack – Queen

If I could be any fictional character, I would be:

Atticus Finch

If I could turn any activity into an Olympic sport, I would win a medal in:

Retro sweet consumption

When the dessert menu arrives, I’m looking for:

A slice of everything

The three qualities that draw me to new people are:

Sense of humour, integrity and honesty

My pet peeve is:

People who start to answer a question with the word, “So….”

The best gift I’ve ever received is:

A painting

The three people at my dream dinner party would be:

Roger Moore, Ennio Morricone, and Mel Brooks

The three small things that make my day better are:

A good laugh, manners, and a smile

Three things I haven’t done so far include:

A parachute jump, visited New York, and worked at Abbey Road Studios.

Contact us

If you’re interested in speaking to us please get in touch, we’d love to hear from you.

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