About JPB Financial Planning Ltd

About JPB Financial Planning Ltd

JPB Financial Planning Ltd is a privately owned firm of Independent Financial Advisers based in Macclesfield, Cheshire, serving clients across the UK. We specialise in comprehensive financial planning, offering tailored advice to both individuals and businesses.

Our services span every aspect of financial planning, including:

  • Retirement planning
  • Investment portfolio design and management
  • Family and business protection
  • Estate, care and inheritance tax planning

As Independent Financial Advisers, we are not tied to any provider. We research the entire market to deliver truly bespoke financial advice that reflects each client’s unique circumstances and goals.

Our Team

Leadership Team

JPB Financial Planning is an owner-managed firm led by two Directors who oversee both the strategic direction and day-to-day operations of the business.

Financial Planning Consultants

Our Directors also work directly with clients, supported by additional experienced Financial Planners. Together, they bring extensive knowledge and expertise to all areas of financial planning.

Technical Support Team

Our Financial Planners are backed by a skilled team of Paraplanners, equipped with advanced technology and research tools. This ensures that our financial planning advice is meticulously researched and always in the client’s best interest.

Client Support Team

Our Client Support Team provides hands-on assistance, managing day-to-day queries and ensuring smooth, responsive service for all our clients.

Risk & Compliance

Compliance with Financial Conduct Authority (FCA) regulations is central to our business. We maintain an in-house compliance team to safeguard our clients’ interests and uphold the highest standards in financial planning.

Investment Committee

Our Investment Committee meets quarterly to monitor portfolio performance and ensure that the financial planning strategies we recommend remain robust, up-to-date, and responsive to market conditions.

Business Partners

We collaborate with a network of trusted business partners, including specialists in tax, law, risk management, compliance, investment management, and market research. These partnerships enhance the depth and quality of our financial planning services.

Click here to meet the people behind our financial planning expertise.

JPB Financial Planning is committed to delivering independent, client-focused advice backed by diligent research, expert knowledge, and a personal approach to financial planning.

JPB Meeting Header Image
Lisa Kirk
John Whitehurst
JPB Meeting Header Image
Lisa Kirk
John Whitehurst
Georgina Birchall
Georgina Birchall

Chartered Financial Planners

JPB Financial Planning Ltd became a firm of Chartered Financial Planners in 2020, awarded by the Chartered Insurance Institute (CII). We have made the Royal Charter central to our approach, upholding the highest standards of professionalism.

Our commitment to continuous development and expert financial advice is why clients trust us to guide their financial future.

Reviews

What our clients say

  • JPB Financial Planning are a highly professional company

    JPB Financial Planning are a highly professional company who are very responsive to their clients’ needs. All the staff are friendly and approachable and go the extra mile to ensure excellent customer service. We have been clients since inception and recommend them without hesitation.

  • Ethical, diverse & open

    My first foray into shares and couldn’t have wished for better hand holders. Whilst it was humbly suggested a combination of good timing, my strong commitment to ethical investing and a willingness to accept risk were major factors, none of this would have come together to produce such a staggeringly good performance if JPB hadn’t sprinkled their experience, knowledge and expertise dust so heavily in my direction. Ethical, diverse, open. Even I can cope with finance when they manage to make it interesting!

  • They could not be more helpful & friendly

    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.