JM Wealth is a fully independent financial advisory firm which was formed with the core ethos of providing clients with exceptional levels of service. To provide excellent service at JM Wealth, we understand the benefit of working closely with other professional services to deliver holistic and integrated advice.
With every relationship we build, we want to add value to both the business and our client proposition. Working closely with individuals, their families and professional advisers we are able to gain an appreciation of a client’s desires, goals and attitudes towards investment risk.
We have experience of setting up successful Joint Ventures with Legal Practices and we complement these relationships by having specialists in areas of business which represent common ground between the two professions.
If you think your business or your clients would benefit from a more holistic approach to professional service advice, then we believe we can provide a platform to facilitate this.