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Investment Planning

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Building, managing and growing your portfolio with our experts, to ensure your investments stay on track

Whether you have £10,000, £100,000 or £1,000,000, the same fundamental principles apply to any successful investment planning:

  • Tax efficiency
  • Managing risk
  • Maximising return
  • Diversification
  • Regular reviews

With interest rates at historically low levels, staving the effects of inflation is more important than ever.

If cash deposits return 0.5% a year and inflation averages 2.5%, then after 5 years:
An investor with £100,000 in cash deposits would see this grow to £102,525. However, the real value (the purchasing power) would only be £90,392.

Having a balanced portfolio, with an appropriate exposure to stock market, bond and other assets can make sense for real returns over time. However, investing can be daunting, particularly as markets have been volatile and the choice is huge, with many thousands of investment funds open for selection.

There are three main reasons people invest:

  • To stave the effects of inflation
  • To accumulate a lump sum for the future
  • To provide an additional income

There are, however, numerous solutions and we will use our expertise to establish the most appropriate investment, and critically, the right level of risk for you. We will also consider the most tax-efficient option for your circumstances and aim to use diversified investment portfolios with the aim of optimising returns.

With increased market volatility, risk management and sensible decision making is vital. One way this can be achieved is via our Private Client Wealth Management service. This provides peace of mind to know your investment is being monitored with adjustments recommended when required.

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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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