We provide independent, individual advice, tailored to meet your needs. We take time to understand your financial and lifestyle goals, attitude towards investment risk, and any barriers or challenges standing in the way. We then work with you over the longer-term to manage your evolving Financial Plan.
We have a completely different way of looking at money. Working in partnership:
It is not about us and our expertise, it is about you and your life.
It is not about funds or performance. It is about the kind of life your money will help you create.
It is not about your investments. It is about taking control of your future.
It is not just about money. It is about the life you really want to live and you want to live it.
And if you don’t know what the life might look like (yet)…… We know how to work with you to help you discover it using our unique JWM LifeBook process.
The advice areas we specialise in include:
• Investment planning
• Tax and Trust Planning
• Lifestyle financial Planning
• Inheritance tax mitigation
• Critical illness
• Income protection
• Pensions and retirement planning
• Life assurance and family protection