Financial Advice You Can Trust

Our aim is to help you live the life you want.

We advise on all aspects of financial planning, investment management and tax mitigation, providing you with peace of mind and clarity for the future.

Email us today

or call us on 01625 613940

Chartered Financial Planners

Our business has been awarded CII’s “Chartered Financial Planners” status. We are publicly committed to a customer-first approach.

Independent advice

We provide unbiased advice on products and services from any provider right across the market, ensuring you get the very best advice – tailored just for you.

Personalised service

To help you live the life you want, we take the time to discover what is truly important to you and your family. We then work with you to develop a plan to get there.

What we Do

We advise on all aspects of financial planning and wealth management

Lifetime Financial Planning

We want our clients to make the most out of their money. We can help you to develop a robust financial plan to achieve your objectives in life, manage risk and protect your financial future.

Investment Management

We can help you manage your investments to ensure that your financial plan remains on track to achieving your objectives.

We are independent, which means that we have access to the whole of the market. We are not biased or tied to any particular product or investment provider.

Tax Mitigation

We can help your money go further with tax planning in areas such as Income Tax, Capital Gains Tax and Inheritance Tax.

We are also able to offer advice on complex areas of pension planning including Annual Allowance (AA) and Lifetime Allowance (LTA) issues.

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Providing Peace Of Mind

Our aim is to provide our clients with peace of mind and clarity for the future.

Pensions, investments and tax planning are essentially only tools to do a job – and many people, including financial advisers, often forget this.

We want to help you make the most out of your money, and therefore feel it is far more important to have meaningful conversations about what is important to you and what you want to achieve with your wealth.

Once we have agreed a realistic and robust financial plan to achieve your objectives, we will assess your current financial situation (including savings, investments and pensions) and make recommendations, where appropriate.

Who we help

Our clients

We work with a variety of clients across the UK at different stages in their lives, and therefore provide a wide range of services:

  • Approaching retirement
  • At retirement
  • Business owners (tax planning and exit strategies)
  • Accumulating wealth
  • Estate Planning & Inheritance Tax
  • Tax & Trusts
  • Financial disaster planning (for individuals and businesses)
  • Education fees planning
  • Long-term care planning
“Fantastic service from Phil. He took time to listen and understand our circumstances before giving really clear advice that will benefit us going forward. Highly recommend Phil and his team.” Zoe

“I have recently moved over to JPB from a London based corporate and have found the process thorough , professional and well communicated – so whilst early days i have a very clear understanding of the investment strategy and costs.” Christian

“I have been a client of JPB since the beginning and have known Will for many years. Excellent service and the whole team are always friendly, helpful and approachable. Even though I now live in the Midlands, I know that I can always contact Will, or one of the team, by phone for assistance or advice. I would not hesitate to recommend JPB Financial Planning.” Rosalind

“My experience of JPB Financial Planning has been excellent since we were first introduced a couple of years ago. Sound sensible advice given an a simple and informal way.” Nigel

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Get In Touch To Find Out More

We specialise in helping our clients navigate through the complexities of financial planning including retirement advice and investment management. We work closely with our clients to help them achieve their goals and live their ideal lifestyle.

Get in touch with one of our friendly Financial Planners today to discuss how we can help. We also offer a free initial consultation meeting to learn more about you and what you are looking to achieve.

Simply complete the form below and one of our local Financial Planners will get in touch.

Contact Us

Contact Us

Our office is based in the historic market town of Macclesfield, Cheshire, on the edge of the Peak District.

You’re welcome to visit us at our offices for meetings, or we can come to you. We also offer remote meetings via video-conferencing software or telephone.

info@jpbfinancialplanning.co.uk

01625 613940

11 Market Place, Macclesfield, Cheshire, SK10 1EB

M-F: 9am-5pm, S-S: Closed

How can we help?

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 value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.

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.

The Financial Conduct Authority does not regulate tax or trust advice.

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.