Joined-up Advice Services


Relationships with other professionals which include both solicitors and accountants are very important to us because they help us deliver the comprehensive, joined-up advice our clients need to plan holistically.

Legal advice often involves personal financial matters, particularly in the context of divorce, long term care, trusts, tax and estate planning.

Accountants often have close links with businesses and business owners who require services such as managing corporate pensions, investment advice, business protection and so on.

At JM Wealth we work particularly closely with Private Client Solicitors, Deputies and Trustees, serving clients who desire long-term support and advice from a Financial Planning professional.

We believe the client benefits the most when professional services work together to create a unique and fluid client experience.