Our Values
Planning your financial future as if it's our own
We understand that your financial objectives are unique and extremely important to you. That is why we offer a bespoke and truly personalised service. When you become our client, we step into your shoes and ask ourselves: ‘what would we do in your position – how would we plan?’
We also understand how important your money is and we never lose sight of this. We take great satisfaction in helping our clients protect and grow their wealth. The investment solutions and tax planning strategies we implement for our clients are exactly what we do for ourselves.
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.