JM Wealth

Independent Financial Adviser 7 London Road, West Glamorgan, Neath, SA11 1HB
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
10th December 2018
Trusted, Local and Friendly Professional Service -Chartered Financial Adviser
We can advise you on
    • Wealth management
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Small business
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Long term care
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Susan Jones BA AwPETR
Financial Planner
Paul Morris B.Eng (Hons) CMIFS
Chartered Financial Adviser
Where to find us

7 London Road, West Glamorgan, Neath, SA11 1HB

Contact us
About us

At JM Wealth we believe financial planning should incorporate a strategy centred around a client’s long term goals.

We believe in holistic solutions which focus on long term lifestyle planning. This ensures our clients are in the best position to achieve their aspirations and to both grow and protect their hard earned savings.

Our team of professionals have the knowledge and experience to assist with every aspect of financial planning. Our goal is simple, we aim to create holistic and effective financial plans tailored to each individual.

We also work closely with Private Client Solicitors, Deputies and Trustees, serving clients who desire long-term support and advice from a Financial Planning professional.

Our services

We have experience of advising clients such as inheritance tax planning, care fee planning and Trust investments

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

J.M. Wealth is a trading style of West Wales Financial Services Ltd which is authorised by the Financial Conduct Authority, West Wales Financial Services Limited, Registered Office 6A Llys Y Barcud Crosshands Business Park Crosshands Carmarthenshire SA14 6RX. Registered in England and Wales 4672133.

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