Our Services
Our Services
First and foremost, our services aim to:
- Understand your current position
- Understand your objectives
- Recommend and execute a strategy for you to best achieve your objectives
- Help prevent you making silly or irrational decisions along the way
For this, two service levels are available:
Transactional Service
We recognise that for some investors, the ongoing management and detailed analysis of their portfolios is not required. If this applies to you, we provide a service to get your financial affairs in order based on your current circumstances and objectives. It will then be up to you to have these reviewed in the future by making an appointment with JMA (or any other adviser).
Private Client Service
For most investors, continuing to work closely with a professional adviser and building a trusted relationship is important to them. For our Private Clients, once a Financial Plan is agreed and implemented, it is reviewed annually to ensure things remain firmly ‘on track’.
Furthermore, Private Clients have access to the JMA Model Portfolios for their investments.
Please see our Service Proposition for more details.
Please also refer to our Client Agreement for more information on how we are paid
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.