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  11. JBW (Halesowen) Ltd T/A JPM

JBW (Halesowen) Ltd T/A JPM

Independent Financial Adviser  144 Walsall Road, Sutton Coldfield, West Midlands, B74 4RD
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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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Wealth management
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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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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Home and leisure
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Income protection insurance
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Life insurance
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Payment protection insurance
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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 Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
MR Stuart K Preece
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)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

144 Walsall Road, Sutton Coldfield, West Midlands, B74 4RD

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