At JPM, our purpose is to work in partnership with our customers, providing the most appropriate solutions for their individual and business needs. This is done with the highest level of service, delivering effective and efficient financial services that exceed customer expectations. We believe that Treating Customers Fairly is about delivering fair outcomes to our customers whilst offering first class business service.
Our Financial Services
JPM is authorised and regulated by the Financial Conduct Authority (FCA) and each of our advisers is level 4 qualified to provide fully independent financial services, advice, and financial planning.
Our firm believes in a holistic approach to servicing our customers which are both corporate and individual to cover all aspects of your financial needs resulting in the achievement of your goals as required.
What we do:-
Financial Planning
Retirement Planning
Pension Reviews
Pension – Property Investments
Investment Reviews
Investments – ISA, Unit Trusts, Bonds, Offshore Investments
Inheritance Tax Planning
All aspects of Individual and Business Protection inc Shareholder and Keyman
Corporate solutions for Private Healthcare, Group Life and Group Income Protection
Cash flow management
Estate planning and business succession planning
For our corporate customers we have a bespoke service to deal with your Workplace Pension requirements and have a dedicated team to handle the ongoing regulatory requirements for your firm.
The Financial Conduct Authority does not regulate estate planning, tax advice, wills or trusts.
