Implementation
This is where we work on turning the plan into reality. We oversee the entire implementation process and help you complete all the required paperwork. We will handle all administration on your behalf and liaise with the product providers to ensure smooth implementation. We will provide you regular updates to keep you informed every step of the way, ensuring all documentation is issued in line with your expectations and confirming all actions taken on your behalf in writing.
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.