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PROTECTION PLANNING

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PLANNING FOR THE UNEXPECTED

Put simply, protection planning is about preparing for the unexpected. It is about understanding your liabilities in the event of illness, injury or death and putting in place affordable strategies to provide for yourself, your family and where required, your business.

Types of Protection that we advise on include:

For Individuals

  • Life Cover
  • Income Protection
  • Critical Illness
  • Private Healthcare

For Business and Directors

  • Relevant Life
  • Key Person
  • Shareholder Protection
  • Business Loan Protection

TRUSTS

Putting in place suitable protection is only a part of the equation. In our experience most individuals fail to arrange their plans effectively, opening potential tax liabilities in the event of a successful claim. For this reason (where appropriate) as part of our service we will also recommend and implement a suitable Trust for your Protection arrangements (therefore completing the equation).

Whatever your needs, we can help you implement an affordable and effective protection plan.

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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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