We believe that there are no standard solutions to meet your business, financial and lifestyle planning needs, as no two people have identical financial situations.
We believe the role of a Chartered Financial Planner is to help you understand your current circumstances and to plan for the future, mindful of what you want to achieve, as well as anything that might influence or change your plans along the way.
We believe in creating long-term collaborative relationships. We adjust and review your Financial Plan regularly, to ensure you remain on target to meet your personal or professional goals.
We offer two differentiated levels of service*, so you receive the right level of attention and support suited to your specific needs:
This is our core financial planning service that provides an overall assessment of your finances, along with a tailored financial plan to ascertain your individual goals, which have been identified through our process. Included within the service is access to a bespoke client micro site displaying your total wealth statements, along with all of your client documents and information. You will be entitled to the review and cash flow planning service once a year. This is all included within your annual charges.
This builds on from the Foundation level with access to our unique JWMLifeBook service which will help show you the future that can be achieved using your assets. You will also have access to the review and cash flow planning service, up to four times each year. As part of the Associate service you will also benefit from priority treatment. This is all included within your annual charge.