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Client Portal

How we charge

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We believe in offering value for money service that adds value to every client we work with

We try to be as fair as possible on the issue of fees. We obviously need to be paid for our work but we aim to provide real value for money. We will always clearly explain our fees before proceeding with any project. This is done following our initial meeting with you and before any additional work is carried out if you are an existing client (ensuring our clients never face any unexpected costs).

  • Fees can be paid directly or facilitated by deduction from your investments. Depending on your circumstances, benefits can exist with either approach (which we will discuss with you).
  • During the initial consultation, we will be able to gauge what is involved in order to meet your specific requirements. We will then discuss our required fees for the project and clearly explain the payment options available to you.
  • In certain circumstances, where it is not initially clear how much work is involved, we will quote a fee that will not be exceeded without your permission (keeping you firmly in control).

We understand that cost is always an important factor. We think you will find JMA to be fair, flexible and very easy to deal with.

Please see our Client Agreement for further details.

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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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