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Lewis Young

A little about us

Lewis Young
Lewis Young
Private Client Support

Lewis became part of JMA in 2023 after finishing his A Levels in Psychology, Business and Economics. He works in the Private Client Support Team, assisting our advisers with our annual review service. He enjoys closely monitoring fund performance and supporting the advisory process to help clients achieve their objectives. He is looking forward to developing his career and working towards becoming a financial adviser in the future.

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.