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Our Approach

Helping you protect what matters most

Firstly, we must ensure that we are able to advise you. If you do not ordinarily live in the UK then we may be restricted in the advice we can provide. Please let us know if this applies to you and we can explain if we are able to help.

It is important that you and JMA can work together in a mutually beneficial way. We provide a free initial consultation for all prospective clients. As this initial consultation is at our expense, we normally ask that the meeting is held at our offices or if more appropriate, via an online video meeting.

This enables us to build an overview of your circumstances and to explain if and how we can help and our associated fees. It also provides you with the opportunity to ask any questions of JMA and allows you to decide if we are the right ‘fit’ for you. There are no obligations on you at the end of this meeting.

We seek to build long-term and meaningful client relationships - something we have a proven record in. Many of our clients have worked with us for decades and are happy to recommend us on the strength of our professionalism and trusted approach.

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.

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.