• Pension and Retirement Planning
• Investments and Savings
• Flexible Pensions and Drawdown
• Financial Planning

JLM IWM is an Independent Financial Adviser firm and a Wealth Management specialist. We provide Financial Planning, Wealth Management and Mortgage solutions to Private Individuals and Small to Medium Size Businesses. We provide personal and friendly advice on a number of areas, including: Investments and Savings Pensions and Retirement Planning Personal, Income and Business Protection Estate and Inheritance Tax Planning School and University Fee Planning Getting the right advice means speaking to the right people. We adhere to strict FSA (Financial Services Authority) guidelines, which obliges us to provide advice most suited to your personal requirements, affordability and your risk profile. We work mainly through personal recommendations and we also work closely with other professionals such as solicitors and accountants. We believe we are able to give each and every client an individual service tailored to their specific needs and goals and help them to plan more sucessfully for the future. JLM Independent Wealth Management Ltd is an appointed representative of The Whitechurch Network Ltd, which is authorised and regulated by the Financial Services Authority. Not all of the products and services offered are regulated by the FSA

Trade Bodies / Associations

Institute of Financial Services Financial Services Authority Financial Ombudsman Service

Specialist Services

JLM IWM is an Independent Financial Adviser firm and a Wealth Management specialist. We provide Financial Planning, Wealth Management and Mortgage solutions to Private Individuals and Small to Medium Size Businesses. We provide personal and friendly advice on a number of areas, including: Investments and Savings Pensions and Retirement Planning Personal, Income and Business Protection Estate and Inheritance Tax Planning School and University Fee Planning Getting the right advice means speaking t