Independent Financial Advice
We are Independent Financial Advisers based in the Macclesfield, Cheshire, helping clients across the country to make informed financial decisions.
As your friendly financial experts, we work with you to achieve your goals and take care of the day-to-day management of your finances.
What our clients say
JPB are a small team who are passionate about what they do. Understanding the needs of clients – ensuring investments are safeguarded for growth and future needs. A friendly group, willing to listen, discuss and offer advice without any pressures. Having been with them from the start and with Phil previously, I have no hesitation in recommending them should you be seeking financial planning advice. Easy to talk to and with a wealth of experience from all areas of financial planning, offering clear independent advice tailored around a clients own circumstances.
Mr S.F.A first class service given by the very knowledgeable and helpful Phil and his team.
Our queries are answered quickly and our twice yearly meetings go through our investments and projections thoroughly and any changes required are put in hand straight away.
Very happy clients.
Excellent independent financial advisors who also make a fine cup of tea! Youth and energy abound but that is tempered with cautious and sound advice that we have total faith in. Avoid the corporate ‘big boys’ and let a small and individual firm get to work with your assets. In particular they have a very transparent fees structure and are most certainly worlds away from St James Place,
Mr D.L & Mrs D.FGet in touch with us today
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The Financial Conduct Authority does not regulate tax advice.
JPB Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales (Company Number 9703725). FCA registration number 720238.
JPB Financial Planning Ltd registered office: 11 Market Place, Macclesfield, Cheshire, SK10 1EB
If you cannot settle a complaint that you have with us, you may be entitled to refer it to the Financial Ombudsman Service (FOS). Contact FOS at www.financial- ombudsman.org.uk
The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK