Independent Financial Advice

We are Independent Financial Advisers based in 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.

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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.

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. Mr J.H.

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.F

Phil & Will have been giving me financial advice for many years now, so when they set up JPB Financial Planning I moved across to them. I’m very satisfied with all aspects of their service. They could not be more helpful and friendly into the bargain. I have recommended them to friends on several occasions.
Mrs G.M.

Get in touch with us today

You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the appropriate data protection requirements.  You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

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