The Business

 

At JM Wealth we believe financial planning should incorporate a strategy centred around a client’s long term goals.

We believe in holistic solutions which focus on long term lifestyle planning. This ensures our clients are in the best position to achieve their aspirations and to both grow and protect their hard earned savings.

Our team of professionals have the knowledge and experience to assist with every aspect of financial planning. Our goal is simple, we aim to create holistic and effective financial plans tailored to each individual.

We also work closely with Private Client Solicitors, Deputies and Trustees, serving clients who desire long-term support and advice from a Financial Planning professional.

 

Our Credentials

Our advisers are all highly technically qualified and experienced.

We operate a clear fee structure for advice.

Our advisers are remunerated by way of salary, not commission.

We have experience of advising clients in Family Law cases and Trust investments

We are a SIFA Professional Firm and one of only 3 in Wales. SIFA is an organisation recognised by the FCA as the trade body for solicitor financial advisers and is endorsed by the Law Society.

We use sophisticated Cash-Flow modelling software to assist trustees when implementing financial plans.

We have experience of running successful JVs with professional firms.