Financial Services

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.

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Flexible Pensions & Retirement Planning

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Private Medical Care

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Commercial Property via Pensions

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Income Protection

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Financial Services

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Employee Benefits

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Life / Critical Illness

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Get in touch

If you're interested in speaking to one of our advisers, please do not hesitate to get in touch via our contact form.