JBW (Halesowen) Ltd T/A JPM

Independent Financial Adviser  JPM House, Worcester, Worcestershire, WR1 3QA
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FCA authorised
Last authorised 14th June 2021
Our Advisers are all highly qualified and experienced, specialising in Protection, Retirement Planning, Investment Management and Inheritance Tax & Trusts.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Commercial motor
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group income protection
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Group life insurance
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Group private medical insurance
Meet our advisers
MR Andrew Windsor DipPFS
Director
MR David Waldron BScHons, DipPFS
Financial Planner
MR Matthew Petrie DipPFS, CEMAP
Financial Planner
About us

JPM are General Insurance and Independent Financial Advisers thereby enabling us to provide our clients with a holistic solution to all of their needs. The company was established in January 2006 by two directors who between them had over 40 years of experience in their chosen fields. The company has since been strengthened further by the recruitment of two more consultants with similar levels of experience. We aim to simplify the lives of our clients by maximising use of technology to enhance our offering.

Our services

With the advisers having over 50 years cumulative involvement in the Financial Services sector, our emphasis is and has always been on high quality customer service which builds lasting and trusted relationships with our clients.

By utilising the latest technology we are able to provide a detailed report of your current financial situation and more importantly construct a plan in order that you are able to achieve the lifestyle you desire.

Because we value the relationship we have with our clients we welcome their feedback, which we use to continually evolve our business.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

JPM House, 3 The Avenue, The Cross, Worcester, Worcestershire, WR1 3QA

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