About JPB Financial Planning Ltd
JPB Financial Planning Ltd is a privately owned firm of Independent Financial Advisers.
Based in Macclesfield, Cheshire, but with clients across the UK, the business specialises in all areas of financial planning and offers a service that is bespoke to each individual or corporate client. This may cover retirement planning, designing and managing individual investment portfolios, protecting family, dependants or business interests and estate planning.
As Independent Financial Advisers we are not tied to one, or a number, of providers; we diligently research the whole market and we provide bespoke advice that matches each client’s personal circumstances.
The Leadership Team
JPB is an owner-managed business. Our three Directors take responsibility for the strategic and day-to-day management of the business.
Consultants
Our three Directors also provide advice to our clients, as does one further Financial Planner, each of whom brings a wealth of experience.
Technical Support Team
Our Consultants are supported by a dedicated team of Paraplanners with access to market leading technology and research systems. This ensures our advice is thoroughly researched and appropriate for each client at the point it is given.
Client Support Team
In support of our Consultants and our clients, our support team is responsible for handling all day to day queries with a hands on approach.
Risk and Compliance
Adherence to the Financial Conduct Authority rules and principles is at the core of our business and we employ a team of compliance professionals to ensure our clients’ interests are served best at all times.
Our Investment Committee
Our Investment Committee meets quarterly to review the performance and value of the portfolios we recommend, and to make changes and recommendations as markets and portfolios dictate.
Our Business Partners
We work with other businesses providing specialist support to our firm in the fields of tax, legal, risk assessment, compliance, investment management and research.
Our Process
Establishing and defining the client relationship.
Gathering data and determining client expectations.
Analysing and evaluating the client's financial status.
Developing and presenting the financial plan.
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Implementation of the financial planning recommendations.
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Monitoring and review.
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Get in touch with us today
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The Financial Conduct Authority does not regulate tax advice.
