Denis Sepelev
A little about us
Denis joined JMA in 2019, having worked for a Private Bank in London and family sized companies in Surrey. He has attained his Chartered Financial Planner status and is a Fellow of the Personal Finance Society. In addition to this, Denis has a BSc Finance and Accounting degree from the University of Surrey.
Denis takes retirement planning very seriously and takes pleasure in helping clients plan their retirement income in the most tax efficient way. "I understand how important retirement planning is to a client. If I can help a client by having a long term strategy for their financial affairs and give them peace of mind, I could not be any happier".
Qualifications
BSc Accounting and Finance
R01 - Regulation and Ethics
R02 - Investments Principles and risk
R03 - Personal Taxation
R04 - Pensions and Retirement planning
R05 - Financial Protection
R06 - Financial Planning practice
CF6 - Mortgage Advice
J02 - Trusts
J10 - Discretionary Investment
J12 - Securities Advice and Dealing
ER1 – Equity Release
CF8 – Long Term Care Insurance
GR1 - Group Risk
AF1 - Personal Tax & Trusts
AF4 - Advanced Investment Planning
AF5 - Financial Planning Process
PCIAM - Private Client Investment Advice & Management
CISI - Advanced Financial Planning
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.