• Inheritance tax planning
• Fac-to-Face Financial Advice
• Bespoke Financial Planning
• Tax Efficient Investments
• Protection Planning
• No obligation meetings
• Venture Capital Trusts
• Enterprise Investment Schemes

We provide a wide range of services to individuals as well as businesses- whether you are looking to build, grow, protect or preserve your wealth.We advise regarding investing, retirement planning, protection and inheritance tax planning. Face-to-face holistic financial planning advice given. Meetings with no cost or obligation.

Financial Planning advice

I offer face-to-face financial planning advice to individuals and businesses in the South of England. I specialise in meeting the financial needs of people who have created more capital, or who earn higher incomes than average and whose circumstances are therefore more complicated than average. We provide an experienced wealth management service whether you are looking to build, grow, protect or preserve your wealth. We offer specialist advice in a wide range of areas including:

• Investment planning • Retirement planning • Inheritance Tax planning

For more information contact me on 07879013946 or visit my website at www.jpswealthmanagement.co.uk

Representing 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 at www.sjp.co.uk/products

Pensions advice

Personal and Groups. Auto enrolment

Welcome To JPS Wealth Managment

Expert Wealth Management Investment Planning Pension Planning Inheritance Tax Planning Life Insurance Critical Illness Cover Income Protection Key person insurance Director's Protection Family Protection School-fee planning Tax-Efficient Investment Planning Annuities Pension Drawdown Corporate Investment Planning JPS Wealth Management 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.