JPA Financial Planning dont believe in leaving the future to chance. We work with entrepreneurs, investors and individuals from all walks of life to help put a plan in place for the best possible financial future, for themselves and for their families.
We are experts in holistic financial planning, but that doesnt mean money is all we care about. First and foremost, we are interested in people. Our success is your success: We take the time to understand your situation, then draw on our years of expertise to design recommendations built around you and your needs, now and for the years to come.
Whether that means a portfolio of well-managed assets; an intelligent exit strategy; a comfortable retirement; a strong legacy for your family or an end to financial uncertainty and worry, you can rely on me for expert, no-obligation advice that will help you get on track for a stronger, more confident.
Whatever you want to achieve, I am here to help you get there.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Business exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James’s Place
JPA Financial Planning Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website http://www.sjp.co.uk/products.
SJP Approved xx/xx/xxxx
