Investment Platform

An investment platform allows client to keep and maintain all their major investments within one platform, therefore eradicating the frustration of having to keep track of all these investments individually.

 

We can work with the client to target benefits and retirement income.

 

JPM currently run three platforms:

 

  • Zurich
  • Standard Life
  • Nucleus

Types of investments held:

 

  • Pensions – pre and post retirement
  • Shares
  • Unit Trusts
  • Property via a SIPP
  • ISA’s
  • Investing Lump Sums
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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.