Working With You
Your first meeting with us is an opportunity for us to get to know each other a little better.
We will take this time to understand your objectives, establish if financial advice is appropriate for you, discuss how we will work with you, our services and fees.
Working with you, we will establish your short, medium, and long term goals. We will work out the cost of achieving your goals and analyse and evaluate your financial status. We will use this information to develop a personalised plan for you. We will then help to implement that plan and monitor it for you going forwards.
Our advice process begins with your personal goals and objectives. We then work out how to best achieve these objectives, following a 5-step plan:
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.