Client Portal
Logo
Client Portal

Our Values

K

Planning your financial future as if it’s our own

We understand that your financial objectives are unique and extremely important to you. That is why we offer a bespoke and truly personalised service. When you become our client, we step into your shoes and ask ourselves: ‘what would we do in your position – how would we plan?’

We also understand how important your money is and we never lose sight of this. We take great satisfaction in helping our clients protect and grow their wealth. The investment solutions and tax planning strategies we implement for our clients are exactly what we do for ourselves.

K

Planning your financial future as if it’s our own

This is not a meaningless slogan, thought up by marketing experts. It is genuinely how we work. When you become our client we effectively step into your shoes and ask ourselves constantly, ‘given these circumstances, what would we do in your position?’

This remains our long-term commitment to you and applies to all, whether you are a private or corporate client.

Learn more
Est. 1986

35+
Years of
financial expertise

We’re proud to have been serving our clients for over 35 years, and it doesn’t stop there.

The investment solutions, tax planning strategies and processes we implement for our clients are exactly what we do at a personal level.

We can think of no better endorsement than that.

K

OUR FINANCIAL ADVICE SERVICES

Our financial services are designed to put you first and determine the most effective way to achieve your goals. It’s expert financial advice unique to you.
K

Financial Planning

K

Estate Planning

K

Retirement Planning

K

Protection Planning

K

Investment Planning

K

Corporate Services

K

START YOUR JOURNEY WITH US TODAY

We understand that financial planning can be complex, if not daunting. Our goal, together with you, is to help guide you to a secure financial future, allowing you to confidently enjoy today, and tomorrow.

Get in touch
K

WHAT OUR CLIENTS ARE SAYING

Happy clients are the bedrock of any business and ours is no exception.

My wife and I have been personal clients of JMA for all it’s 25 years. The cyclical nature of our economy has meant several periods of national financial turbulence and anxiety. Such a long association has enabled the soundness of the advice given, to be demonstrated by the performance achieved.

 

 

Trevor Phillips, Surrey

 

Having been badly let down by our previous adviser, and lost a lot of money because of his unprofessional self-interest, we were determined to appoint financial advisers who could provide a flexible service tailored to our individual needs. JMA have exceeded our expectations in all respects.

 

 

Bill & Sue Colledge, Surrey

 

 

Read more reviews