Plan Today, Secure Tomorrow

Personalised financial planning from independent experts you can trust

Your Trusted Financial Planning Partner

At JPB Financial Planning, we believe that great financial planning starts with understanding you, your goals, your lifestyle, and your future aspirations.

Independent Advice

Free from bias, based on comprehensive market research.

Tailored strategies

Financial plans built around your unique needs.

Experienced professionals

Our team of advisers have extensive expertise in retirement, investments, and protection.

Client-first service

Ongoing support to adjust your plan as life changes and evolves.

Comprehensive Financial Planning Services

We support individuals, families, and businesses with a full range of financial planning services.
Our approach is clear, transparent, and built entirely around you.

Financial Planning Made Simple

Step 1

Getting to know you

The first step in your journey with us will be an initial meeting; a chance for us to get to know each other.

Step 2

Establishing where you are now


Like any journey in life, knowing where you are is essential. With your assistance, we’ll obtain an understanding of your current financial situation, by liaising with you and any existing providers. We’ll then conduct a thorough analysis and carefully assess any potential threats that you might face.

Step 3

Creating your plan

Working with you, we will create a customised personal plan that suits your financial needs, both now and in the future. We’ll discuss any recommendations with you thoroughly, to ensure you understand any costs, risks and tax implications.

Step 4

Implementing recommendations

With your approval, we’ll put your plan to life and implement any recommendations. We can also assist you with any paperwork and administration by dealing with the providers, allowing you to sit back and relax.

Step 5

Beginning your journey

Life is unpredictable, as we all know. We make sure your plan is strong enough to handle, but adaptable enough to adjust. We’ll arrange review meetings so that we can evaluate your plan against changes in taxes, laws and your personal circumstances. That way, you can trust us to keep your financial plan on course, whatever changes life throws at you.

Reviews

What our clients say

Excellent independent financial advisors

“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.”

a wealth of experience from all areas of financial planning

“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.”

A first class service

“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.”
Take the First Step Towards Financial Security

Whether you’re planning for retirement, investing for the future, or protecting your loved ones, our independent financial advisers are here to help.

Book your free, no-obligation consultation today and start building the future you deserve.