Wealth Management
We provide tailored independent financial advice and protection planning services to individual investors, company directors and trustees. This can include:
- Tax Planning
- Retirement Planning
- Investment Planning
- Protection Planning
- Business Protection
- Trust Planning
Whether you are an individual, a company director or a trustee, we recognise that you have different needs and services. To cater for this, we are able to provide services in one of two ways.
Transactional Services
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. Here, a one off ‘project’ fee will be agreed (reflecting the work involved). When the initial work is complete, no further services or fees will apply.
Private Client Services
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’.
Our Private Clients benefit from:
- Structured annual reviews (and reports)
- Ongoing Retirement and Cashflow Modelling
- Access to the JMA Model Portfolios for their investments
- The re-balancing of their portfolios (to meet with the agreed risk profile)
- Ongoing tax planning
- Access to their adviser throughout the year
Our initial meetings are free of charge. Here, we listen to your concerns, explain if and how we can help, and agree on the most appropriate services to meet your current and ongoing needs.
Please see our Service Proposition to see how they compare and to consider what is right for you.
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.