Testimonials

“We were looking for good financial advice and JPB were recommended to us by friends who were long time clients. We met Phil who asked lots of questions about our needs and expectations and actually listened to our answers (our previous experience suggests not all advisors do the listening bit!). The suggestions Phil made regarding not just investing our money but also making best use of our existing pensions were spot on and the plan he devised for us really did deliver. We cannot recommend Phil and JPB highly enough.”

John & Shaun

“Phil Jones has provided us with financial planning advice for many years and we completely trust and value his support and guidance. All communications we receive from Phil are timely, thorough and worded in layman’s terms. We embarked on our savings & investment plan approximately 10 years ago with the goal of taking early retirement and this has recently been achieved (we are in our low 50’s)! We are certain that this would not have been possible without Phil’s expert guidance.”

JCF + SFF, Macclesfield

“I cannot recommend JPB Financial Planning Ltd. highly enough. They provide exemplary ongoing service with regular updates and information on current events. Any concerns are immediately and pleasantly dealt with and followed up. Absolutely First Class. The coffee is excellent too!”

Mrs Burgess, Wilmslow