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FINANCIAL PLANNING

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Expert planning for your financial future

We provide tailored independent financial advice and protection planning services to individual investors, company directors and trustees. This can include:

  • Tax Planning
  • Retirement Planning
  • Investment Planning
  • Protection Planning
  • Business Protection
  • Trust Planning

Whether you are an individual, a company director or a trustee, we recognise that you have different needs and services. To cater for this, we are able to provide services in one of two ways.

Transactional Services

We recognise that for some investors, the ongoing management and detailed analysis of their portfolios is not required. If this applies to you, we provide a service to get your financial affairs in order based on your current circumstances and objectives. Here, a one off ‘project’ fee will be agreed (reflecting the work involved). When the initial work is complete, no further services or fees will apply.

Private Client Services

For most investors, continuing to work closely with a professional adviser and building a trusted relationship is important to them. For our Private Clients, once a Financial Plan is agreed and implemented, it is reviewed annually to ensure things remain firmly ‘on track’.

Our Private Clients benefit from:

  • Structured annual reviews (and reports)
  • Ongoing Retirement and Cashflow Modelling
  • Access to the JMA Model Portfolios for their investments
  • The re-balancing of their portfolios (to meet with the agreed risk profile)
  • Ongoing tax planning
  • Access to their adviser throughout the year

Our initial meetings are free of charge. Here, we listen to your concerns, explain if and how we can help, and agree on the most appropriate services to meet your current and ongoing needs.

Please see our Service Proposition to see how they compare and to consider what is right for you.

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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.

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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.

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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.
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Financial Planning

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Estate Planning

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Retirement Planning

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Protection Planning

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Investment Planning

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Corporate Services

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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.

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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

 

 

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