Every Client is Unique
After more than a quarter of a century of providing high-quality financial planning advice, we understand that each and every client is unique and requires a bespoke solution. As a result of the level of detail that goes into creating and regularly reviewing a financial plan and also to ensure that we are always there whenever a client needs us, we limit the number of clients that each of our advisers works with.
We offer a free, initial consultation
Due to the time and work involved in creating, monitoring and reviewing a bespoke financial plan and also to ensure that the work carried out is good value and cost effective for our clients, we aim to work with clients who have at least £250,000 of investable assets (usually investments and pensions) or clients who are aiming to reach that level (for example via our “Young Professional” Wealth Builder Service). It takes time and expertise to assess your current financial position – we often find clients have more wealth than they realise. We would be happy to have an initial, free consultation to see if the services we offer are suitable for you.
Specialist advice
We also recognize that some people have a need for specialist advice related to their particular professional or personal circumstances. We have developed specific processes for these clients to allow us to use our extensive knowledge and expertise to cater to their particular needs (such as legislation, types of pension schemes and rules, risks, sudden changes in circumstances/employment). Please see the Specialist advice section to find out more.
Our Services
Our unique financial planning blueprint, JFM SmartPlan™, draws upon over 25 years of financial planning experience and expertise and seamlessly brings together all of the areas that make up a financial plan (and which are detailed below) our unique investment proposition, JFM SmartInvest™:
Financial Planning
A common misconception in our industry is that financial planning is about selling financial products. It absolutely is not...
Retirement Planning
Whether you are starting to think about retirement planning, or if you are wondering if you could retire soon...
Savings & Investments
Investing wisely and appropriately is key to making your money work for you and building your wealth over time...
Business Owners
Most business owners have in common, that they are extremely busy with the demands of running a business
Care Fees & Asset Protection
Increasing numbers of families are being faced with the challenge of how best to fund long-term care for elderly...
Estate Planning
Estate planning is about making a plan to ensure that the right people benefit as much as possible from your assets...
Legal Professionals
As we assist a number of legal professionals with their financial planning, we understand that solicitors...
Medical Professionals
We understand that surgeons, consultants, GPs and other medical professionals are generally very busy....
Financial Planning
A common misconception in our industry is that financial planning is about selling financial products. It absolutely is not...
Retirement Planning
Whether you are starting to think about retirement planning, or if you are wondering if you could retire soon...
Savings & Investments
Investing wisely and appropriately is key to making your money work for you and building your wealth over time...
Business Owners
Most business owners have in common, that they are extremely busy with the demands of running a business
Care Fees & Asset Protection
Increasing numbers of families are being faced with the challenge of how best to fund long-term care for elderly...
Estate Planning
Estate planning is about making a plan to ensure that the right people benefit as much as possible from your assets...
Legal Professionals
As we assist a number of legal professionals with their financial planning, we understand that solicitors...
Medical Professionals
We understand that surgeons, consultants, GPs and other medical professionals are generally very busy....
