J P A Financial Services Ltd

Independent Financial Adviser 1st and 2nd Floor Offices, 446 - 452 High street, Kingswinford, West Midlands, DY6 8AW
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th July 2019
We believe fully independent financial advice with access to all potential solutions is the way that clients can truly benefit.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Group pensions
    • Group protection
Meet our advisers
Nicholas Lue DipFA MLIBF
Independent Financial Adviser
Ravinder Thind
Independent Financial Adviser
Andrew Wheeler
Paul Towers-Evans DipFA MLIBF
Director
Paul Lloyd DipPFS
Independent Financial Adviser
Scott Saxby DipFA MLIBF
IFA
Scott Stackhouse DipFA MLIBF
Independent Financial Adviser
John Bresnan DipFA MLIBF
Director
Where to find us

1st and 2nd Floor Offices, 446 - 452 High street, Kingswinford, West Midlands, DY6 8AW

Make an enquiry
About us

We are a small team of qualified professionals with over 100 years’ combined experience in the financial services industry. Our knowledge and experience creates a collective wisdom, which is the cornerstone of our unique service.

Our services

In our experience people don’t know who to turn to when it comes to financial services. This is particularly relevant if you’ve become financially disadvantaged as a result of losing money on investments, or if you don’t know your ‘R squared’ from your ‘Alpha’! Understanding your emotional feelings about money, together with our logical and rational approach, will help you take the right course of action. Our Mission is to provide the right solutions to the right people at the right time at the right price.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

How our Service works for you…

This document is aimed at providing you with a brief overview of our company and to introduce you to our service in more detail. After you have read this document you will need to select the service and remuneration package that best suits your needs. We will discuss this with you so that you fully understand what is offered and how it will benefit you. Should you have any questions regarding any element of this please don't hesitate to ask us.

Money means different things to different people.

If you were to look ahead ten or even twenty years from now, what goals would you want to be able to achieve and what financial resources would you need to achieve your goals?
Being clear what your money needs to do for you and planning for those outcomes are what our business is all about.

About Us

JPA Financial Services Ltd is totally focused on delivering a friendly, proactive and bespoke independent financial advice service to all our clients and their families.
We are a small team of qualified professionals with complementary skills and expertise. Our combined experience spans over 100 years in the financial services industry.
We have spent a long time fine tuning our skills assisting our clients to maintain their lifestyle.
We have a keen understanding of investment principals, tax rules and wealth preservation.
Our combined knowledge and experience creates a collective wisdom, which is the cornerstone of our unique service.

We believe that offering fully independent financial advice with unrestricted access to potential solutions is the only way our clients can benefit from a complete analysis of their needs.

Our Mission is to provide:

The right solutions
To the right people
At the right time
At the right price

Working together…

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