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Angela Garcia

A little about us

Angela Garcia
Angela Garcia
Corporate Benefits Manager

Angela has worked at JMA for over 20 years, initially in the role of Office Manager. Over the last 15 years she has managed the Corporate Benefits Team. The team look after JMA’s corporate clients and provide advice and first class administration support for all their Group Risk and Group Pension (including Auto Enrolment Assessment) needs. She is proud of the friendly and efficient service that the CB Team deliver to their corporate clients and their members.

Angela holds the Financial Planning Certificate and recently added Group Risk (GR1) to her qualifications.

Qualifications

Chartered Insurance Institute

  • Financial Planning Certificate
  • Group Risk (GR1)

Protection

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Protection

As one would imagine, there are many types of Protection Policies to choose from.

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Research Tools

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Research Tools

Use our helpful calculators for your financial planning

 

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Estate Planning

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Estate Planning

Our inheritance tax calculator will help you calculate any potential inheritance tax liability.

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In Retirement

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In Retirement

Knowing roughly what you can expect from your pension contributions in the long run can give you the opportunity to adjust your retirement savings.

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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.