JPS Wealth Management Ltd
Financial Advisers (Independent) in Brighton
14A Montpelier Place
Brighton
East Sussex
BN1 3BF
Contact Numbers
Jayna Shah: 01273 0... 01273 030770
Social
Opening hours
Monday to Friday: 10am - 6pm
Saturday to Sunday: Closed
Key Services
About
- Face-To-Face Financial Advice
- Retirement Planning
- Wealth Management
- Investment Planning
- Financial Advice
- Financial Services
- Inheritance Tax Planning
- Tax Efficient Investments
Welcome To JPS Wealth Managment Limited
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.
Welcome To JPS Wealth Managment Limited
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.
Reviews
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Products and Services
We offer these services
- Wheelchair access
- website
- Customer Toilets
We offer these payment methods
- Cheque
- Bank Transfer
Testimonials
What were the circumstances that caused you to initially look for a financial adviser? My employer closed it's DB pension scheme and transferred active members to a DC arrangement. Due to my length of services and transfer value of the fund, I wanted to see if it would be worth my while transferring out to another provider. In addition, I had a personal pension that wasn't, in my opinion, performing very well. How has Jayna Shah helped you? Jayna analysed my circumstances to see whether transferring my occupational pension would be in my best interests. We came to the conclusion that, at the moment, it would not be in my best interests and that we should look at it again in a few years. She also analysed whether it would be beneficial to transfer my personal pension and have decided that there is benefit in doing so. Have you seen the outcome you were hoping for? I didn't have an outcome in mind but I feel that Jayna took my individual circumstances into account and provided me with individually tailored advice. Jayna's reply Thank you so much Jo. Regards, Jayna
Review from verified client - April, 2022
What were the circumstances that caused you to initially look for a financial adviser? I was looking to transfer out of a defined pension scheme. How has Jayna Shah helped you? Jayna helped me transfer from the scheme into a preferred pension scheme that offered more growth. Have you seen the outcome you were hoping for? Absolutely, Jayna worked hard to ensure the best outcome. What could they have done better? Nothing, very professional and knowledgeable throughout. Jayna's reply Thank you so much Mark. Was a pleasure working with you on this transfer. You certainly made matters easier with your knowledge and cooperation. Regards, Jayna
Review from verified client - May, 2022
Testimonials are added by the business owner and are not independently verified.
