Our Advice
We offer genuinely independent advice. This means that we consider a wide range of financial strategies and products. We are constantly reviewing the market to ensure that the services and products we offer are appropriate for our clients.
Where we recommend particular investment strategies and products to you, we will consider a number of factors, including:
- Your personal circumstances
- Your financial goals and objectives
- The services you need
- Your tax position and unused allowances
- The cost of investing
- Your financial capacity to withstand market volatility
- The level of risk you are prepared to accept with your investments
The Areas we Advise on:
What customers say
My wife and I have been personal clients of JMA for all it’s 25 years. The cyclical nature of our economy has meant several periods of national financial turbulence and anxiety. Such a long association has enabled the soundness of the advice given, to be demonstrated by the performance achieved.
Trevor Phillips, Surrey
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Details submitted through this form are confidential. We will process any personal information collected in this form in accordance with our Privacy notice. The information therein is used only to contact you to discuss the areas you've expressed an interest in. Please note the contents of this form is sent via email and therefore may not be secure.
Details submitted through this form are confidential. We will process any personal information collected in this form in accordance with our Privacy notice. The information therein is used only to contact you to discuss the areas you've expressed an interest in. Please note the contents of this form is sent via email and therefore may not be secure.